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Ilex Capital Partners’s Franklin Resources BEN Stock Holding History

Ilex Capital Partners’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
-142,245
Closed -$2.74M – 169
2025
Q1 		$2.74M Buy
+142,245
New +$2.85M 0.11% 69

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Ilex Capital Partners's BEN Position: Q2 2025 in Review

Ilex Capital Partners sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 142,245 shares — an estimated $2.74M sold.

Ilex Capital Partners first reported a position in BEN in Q1 2025 and held it in 1 quarter. The position peaked at $2.74M in Q1 2025. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Ilex Capital Partners reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Ilex Capital Partners sold 142,245 Franklin Resources shares in Q2 2025, an estimated $2.74M.
  • Ilex Capital Partners first reported a position in Franklin Resources in Q1 2025 and held it in 1 quarter.
  • Ilex Capital Partners's Franklin Resources position peaked at $2.74M in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Ilex Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.