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Heritage Wealth Advisors’s Franklin Resources BEN Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-96
Closed -$1.95K – 585
2024
Q4 		$1.95K Buy
96
+17
+22% +$358 ﹤0.01% 556
2024
Q3 		$1.59K Buy
+79
New +$1.7K ﹤0.01% 555
2019
Q2 		– Sell
-205
Closed -$6.79K – 451
2019
Q1 		$6.79K Hold
205
– – ﹤0.01% 376
2018
Q4 		$6K Hold
205
– – ﹤0.01% 333
2018
Q3 		$6K Buy
+205
New +$6.61K ﹤0.01% 324

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Heritage Wealth Advisors's BEN Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 96 shares — an estimated $1.95K sold.

Heritage Wealth Advisors first reported a position in BEN in Q3 2018 and held it in 5 quarters. The position peaked at $6.79K in Q1 2019. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 96 Franklin Resources shares in Q1 2025, an estimated $1.95K.
  • Heritage Wealth Advisors first reported a position in Franklin Resources in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Franklin Resources position peaked at $6.79K in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.