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Garda Capital Partners’s Franklin Resources BEN Stock Holding History

Garda Capital Partners’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
Q3 		– Sell
-175,200
Closed -$4.18M – 77
2025
Q2 		$4.18M Buy
175,200
+141,700
+423% +$2.92M 0.1% 202
2025
Q1 		$645K Buy
+33,500
New +$671K 0.02% 502
2024
Q1 		– Sell
-42,000
Closed -$1.25M – 400
2023
Q4 		$1.25M Hold
42,000
– – 0.11% 201
2023
Q3 		$1.03M Buy
+42,000
New +$1.14M 0.05% 373

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PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Garda Capital Partners's BEN Position: Q4 2023 in Review

Garda Capital Partners sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 27,596 shares — an estimated $687K sold.

Garda Capital Partners first reported a position in BEN in Q3 2023 and held it in 1 quarter. The position peaked at $678K in Q3 2023. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

  • Garda Capital Partners reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
  • Garda Capital Partners sold 27,596 Franklin Resources shares in Q4 2023, an estimated $687K.
  • Garda Capital Partners first reported a position in Franklin Resources in Q3 2023 and held it in 1 quarter.
  • Garda Capital Partners's Franklin Resources position peaked at $678K in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.