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HM Payson & Co’s Franklin Templeton BEN Stock Holding History

HM Payson & Co’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
2024
Q4 		– Sell
-8
Closed -$162 – 1040
2024
Q3 		$162 Buy
+8
New +$172 ﹤0.01% 1096
2020
Q3 		– Sell
-2,000
Closed -$42K – 1040
2020
Q2 		$42K Hold
2,000
– – ﹤0.01% 547
2020
Q1 		$33K Hold
2,000
– – ﹤0.01% 553
2019
Q4 		$52K Hold
2,000
– – ﹤0.01% 583
2019
Q3 		$58K Hold
2,000
– – ﹤0.01% 565
2019
Q2 		$70K Buy
+2,000
New +$68K ﹤0.01% 534

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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HM Payson & Co's BEN Position: Q4 2024 in Review

HM Payson & Co sold out of Franklin Templeton (BEN) in Q4 2024, closing a stake of 8 shares — an estimated $162 sold.

HM Payson & Co first reported a position in BEN in Q2 2019 and held it in 6 quarters. The position peaked at $70K in Q2 2019. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • HM Payson & Co reported no remaining Franklin Templeton position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 8 Franklin Templeton shares in Q4 2024, an estimated $162.
  • HM Payson & Co first reported a position in Franklin Templeton in Q2 2019 and held it in 6 quarters.
  • HM Payson & Co's Franklin Templeton position peaked at $70K in Q2 2019.
  • 566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.