Front Row Advisors’s Franklin Resources BEN Stock Holding History

Front Row Advisors’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-500	Closed	-$9.79K	–	539
2025 Q1	$9.79K	Hold	500	–	–	﹤0.01%	365
2024 Q4	$10.1K	Hold	500	–	–	﹤0.01%	361
2024 Q3	$10.2K	Hold	500	–	–	﹤0.01%	360
2024 Q2	$11.3K	Hold	500	–	–	﹤0.01%	542
2024 Q1	$14.2K	Hold	500	–	–	0.01%	496
2023 Q4	$14.9K	Hold	500	–	–	0.01%	282
2023 Q3	$12.4K	Hold	500	–	–	0.01%	470
2023 Q2	$14K	Hold	500	–	–	0.01%	447
2023 Q1	$14K	Hold	500	–	–	0.01%	444
2022 Q4	$13K	Hold	500	–	–	0.01%	441
2022 Q3	$11K	Hold	500	–	–	0.01%	475
2022 Q2	$12K	Hold	500	–	–	0.01%	469
2022 Q1	$14K	Hold	500	–	–	0.01%	481
2021 Q4	$17K	Hold	500	–	–	0.01%	459
2021 Q3	$15K	Hold	500	–	–	0.01%	468
2021 Q2	$15K	Hold	500	–	–	0.01%	473
2021 Q1	$15K	Hold	500	–	–	0.01%	458
2020 Q4	$13K	Hold	500	–	–	0.01%	460
2020 Q3	$11K	Hold	500	–	–	0.01%	484
2020 Q2	$10K	Hold	500	–	–	0.01%	463
2020 Q1	$9K	Buy	500 +380	+317%	+$8.72K	0.01%	480
2019 Q4	$3K	Hold	120	–	–	﹤0.01%	700
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	701
2019 Q2	$4K	Hold	120	–	–	﹤0.01%	628
2019 Q1	$4K	Buy	120 +20	+20%	+$632	﹤0.01%	628
2018 Q4	$3K	Buy	+100	New	+$3.08K	﹤0.01%	653

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Front Row Advisors's BEN Position: Q2 2025 in Review

Front Row Advisors sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 500 shares — an estimated $9.79K sold.

Front Row Advisors first reported a position in BEN in Q4 2018 and held it in 26 quarters. The position peaked at $17K in Q4 2021. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Front Row Advisors reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Front Row Advisors sold 500 Franklin Resources shares in Q2 2025, an estimated $9.79K.
Front Row Advisors first reported a position in Franklin Resources in Q4 2018 and held it in 26 quarters.
Front Row Advisors's Franklin Resources position peaked at $17K in Q4 2021.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Front Row Advisors's 13F filing for Q2 2025, filed 18 Aug 2025.