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International Private Wealth Advisors’s Franklin Resources BEN Stock Holding History

International Private Wealth Advisors’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
-13,581
Closed -$261K – 165
2025
Q1 		$261K Buy
13,581
+63
+0.5% +$1.26K 0.25% 120
2024
Q4 		$274K Buy
13,518
+646
+5% +$13.6K 0.27% 109
2024
Q3 		$259K Sell
12,872
-263
-2% -$5.67K 0.38% 93
2024
Q2 		$294K Buy
13,135
+1,887
+17% +$45.4K 0.49% 71
2024
Q1 		$316K Buy
+11,248
New +$310K 0.61% 62

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

International Private Wealth Advisors's BEN Position: Q2 2025 in Review

International Private Wealth Advisors sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 13,581 shares — an estimated $261K sold.

International Private Wealth Advisors first reported a position in BEN in Q1 2024 and held it in 5 quarters. The position peaked at $316K in Q1 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • International Private Wealth Advisors reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 13,581 Franklin Resources shares in Q2 2025, an estimated $261K.
  • International Private Wealth Advisors first reported a position in Franklin Resources in Q1 2024 and held it in 5 quarters.
  • International Private Wealth Advisors's Franklin Resources position peaked at $316K in Q1 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.