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Holos Integrated Wealth’s Franklin Resources BEN Stock Holding History

Holos Integrated 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
Q1 		– Sell
-451
Closed -$9.15K – 315
2024
Q4 		$9.15K Buy
+451
New +$9.5K 0.01% 203

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

Holos Integrated Wealth's BEN Position: Q1 2025 in Review

Holos Integrated Wealth sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 451 shares — an estimated $9.15K sold.

Holos Integrated Wealth first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $9.15K in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Holos Integrated Wealth reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 451 Franklin Resources shares in Q1 2025, an estimated $9.15K.
  • Holos Integrated Wealth first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
  • Holos Integrated Wealth's Franklin Resources position peaked at $9.15K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Holos Integrated Wealth's 13F filing for Q1 2025, filed 8 Aug 2025.