High Note Wealth’s Franklin Resources BEN Stock Holding History

High Note Wealth’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	-108	Closed	-$2.08K	–	889
2025 Q1	$2.08K	Buy	+108	New	+$2.16K	﹤0.01%	656

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

High Note Wealth's BEN Position: Q2 2025 in Review

High Note Wealth sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 108 shares — an estimated $2.08K sold.

High Note Wealth first reported a position in BEN in Q1 2025 and held it in 1 quarter. The position peaked at $2.08K in Q1 2025. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

High Note Wealth reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 108 Franklin Resources shares in Q2 2025, an estimated $2.08K.
High Note Wealth first reported a position in Franklin Resources in Q1 2025 and held it in 1 quarter.
High Note Wealth's Franklin Resources position peaked at $2.08K in Q1 2025.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.