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HRT Financial’s Franklin Resources BEN Stock Holding History

HRT Financial’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
Q4 		– Sell
-515,692
Closed -$11.9M – 3188
2025
Q3 		$11.9M Buy
+515,692
New +$12.7M 0.04% 331
2025
Q2 		– Sell
-86,696
Closed -$1.67M – 2614
2025
Q1 		$1.67M Sell
86,696
-22,340
-20% -$448K 0.01% 892
2024
Q4 		$2.21M Buy
+109,036
New +$2.3M 0.01% 695
2024
Q3 		– Sell
-197,638
Closed -$4.42M – 2419
2024
Q2 		$4.42M Buy
+197,638
New +$4.76M 0.02% 429
2024
Q1 		– Sell
-295,468
Closed -$8.8M – 2337
2023
Q4 		$8.8M Buy
+295,468
New +$7.35M 0.06% 180
2023
Q2 		– Sell
-300,994
Closed -$8.11M – 2475
2023
Q1 		$8.11M Buy
+300,994
New +$8.79M 0.1% 174
2021
Q3 		– Sell
-110,140
Closed -$3.52M – 3281
2021
Q2 		$3.52M Buy
110,140
+15,871
+17% +$514K 0.03% 397
2021
Q1 		$2.79M Buy
94,269
+26,628
+39% +$727K 0.03% 462
2020
Q4 		$1.69M Buy
67,641
+26,716
+65% +$596K 0.03% 376
2020
Q3 		$832K Buy
+40,925
New +$860K 0.02% 657
2020
Q1 		– Sell
-66,845
Closed -$1.74M – 786
2019
Q4 		$1.74M Buy
+66,845
New +$1.82M 0.07% 209
2019
Q3 		– Sell
-12,063
Closed -$419K – 1391
2019
Q2 		$419K Buy
+12,063
New +$410K 0.03% 462
2019
Q1 		– Sell
-23,083
Closed -$684K – 522
2018
Q4 		$684K Buy
+23,083
New +$710K 0.1% 167

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

HRT Financial's BEN Position: Q4 2025 in Review

HRT Financial sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 515,692 shares — an estimated $11.9M sold.

HRT Financial first reported a position in BEN in Q4 2018 and held it in 13 quarters. The position peaked at $11.9M in Q3 2025. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • HRT Financial reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 515,692 Franklin Resources shares in Q4 2025, an estimated $11.9M.
  • HRT Financial first reported a position in Franklin Resources in Q4 2018 and held it in 13 quarters.
  • HRT Financial's Franklin Resources position peaked at $11.9M in Q3 2025.
  • 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.