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Guerra Advisors’s Franklin Resources BEN Stock Holding History

Guerra 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
Q3 		$810 Buy
+35
New +$865 ﹤0.01% 710

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
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

Guerra Advisors's BEN Position: Q3 2025 in Review

Guerra Advisors opened a new position in Franklin Resources (BEN) in Q3 2025: 35 shares worth $810. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

590 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Guerra Advisors held 35 shares of Franklin Resources worth $810 as of Q3 2025.
  • Franklin Resources was a new Guerra Advisors position in Q3 2025.
  • Franklin Resources made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #710 holding.
  • 590 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.