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Kennondale Capital Management’s Franklin Resources BEN Stock Holding History

Kennondale Capital Management’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
-78,525
Closed -$1.59M – 82
2024
Q4 		$1.59M Buy
+78,525
New +$1.65M 1.72% 19

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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

Kennondale Capital Management's BEN Position: Q1 2025 in Review

Kennondale Capital Management sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 78,525 shares — an estimated $1.59M sold.

Kennondale Capital Management first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $1.59M in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Kennondale Capital Management reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Kennondale Capital Management sold 78,525 Franklin Resources shares in Q1 2025, an estimated $1.59M.
  • Kennondale Capital Management first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
  • Kennondale Capital Management's Franklin Resources position peaked at $1.59M in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Kennondale Capital Management's 13F filing for Q1 2025, filed 6 May 2025.