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Global Financial Private Client’s Franklin Resources BEN Stock Holding History

Global Financial Private Client’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
-45
Closed -$866 – 368
2025
Q1 		$866 Buy
45
+30
+200% +$601 ﹤0.01% 1107
2024
Q4 		$304 Buy
+15
New +$316 ﹤0.01% 1109

Other funds holding BEN

Vanguard Group
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Financial Private Client's BEN Position: Q2 2025 in Review

Global Financial Private Client sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 45 shares — an estimated $866 sold.

Global Financial Private Client first reported a position in BEN in Q4 2024 and held it in 2 quarters. The position peaked at $866 in Q1 2025. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Global Financial Private Client reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 45 Franklin Resources shares in Q2 2025, an estimated $866.
  • Global Financial Private Client first reported a position in Franklin Resources in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Franklin Resources position peaked at $866 in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.