Kingsview Wealth Management’s Franklin Resources BEN Stock Holding History

Kingsview Wealth 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 Q4	–	Sell	-18,867	Closed	-$436K	–	1241
2025 Q3	$436K	Sell	18,867 -8,767	-32%	-$217K	0.01%	841
2025 Q2	$659K	Buy	+27,634	New	+$569K	0.01%	679
2023 Q3	–	Sell	-19,108	Closed	-$510K	–	934
2023 Q2	$510K	Buy	19,108 +652	+4%	+$16.9K	0.02%	585
2023 Q1	$497K	Buy	+18,456	New	+$539K	0.02%	578
2021 Q2	–	Sell	-10,018	Closed	-$302K	–	918
2021 Q1	$302K	Buy	10,018 +1,442	+17%	+$39.4K	0.02%	637
2020 Q4	$214K	Sell	8,576 -27,797	-76%	-$621K	0.02%	632
2020 Q3	$740K	Buy	36,373 +10,283	+39%	+$216K	0.07%	281
2020 Q2	$547K	Buy	+26,090	New	+$492K	0.05%	312
2020 Q1	–	Sell	-9,548	Closed	-$248K	–	504
2019 Q4	$248K	Buy	+9,548	New	+$259K	0.03%	401

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

Kingsview Wealth Management's BEN Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 18,867 shares — an estimated $436K sold.

Kingsview Wealth Management first reported a position in BEN in Q4 2019 and held it in 9 quarters. The position peaked at $740K in Q3 2020. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Kingsview Wealth Management reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 18,867 Franklin Resources shares in Q4 2025, an estimated $436K.
Kingsview Wealth Management first reported a position in Franklin Resources in Q4 2019 and held it in 9 quarters.
Kingsview Wealth Management's Franklin Resources position peaked at $740K in Q3 2020.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.