Impact Partnership Wealth’s Franklin Resources BEN Stock Holding History

Impact Partnership 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 Q4	–	Sell	-13,156	Closed	-$304K	–	375
2025 Q3	$304K	Buy	+13,156	New	+$325K	0.05%	236
2025 Q2	–	Sell	-17,428	Closed	-$335K	–	301
2025 Q1	$335K	Buy	+17,428	New	+$349K	0.07%	162
2024 Q2	–	Sell	-14,923	Closed	-$419K	–	257
2024 Q1	$419K	Sell	14,923 -2,802	-16%	-$77.2K	0.17%	86
2023 Q4	$528K	Buy	17,725 +4,733	+36%	+$118K	0.19%	75
2023 Q3	$319K	Sell	12,992 -7,399	-36%	-$200K	0.1%	119
2023 Q2	$545K	Buy	+20,391	New	+$527K	0.19%	66

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Impact Partnership Wealth's BEN Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 13,156 shares — an estimated $304K sold.

Impact Partnership Wealth first reported a position in BEN in Q2 2023 and held it in 6 quarters. The position peaked at $545K in Q2 2023. 573 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Impact Partnership Wealth reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 13,156 Franklin Resources shares in Q4 2025, an estimated $304K.
Impact Partnership Wealth first reported a position in Franklin Resources in Q2 2023 and held it in 6 quarters.
Impact Partnership Wealth's Franklin Resources position peaked at $545K in Q2 2023.
573 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.