Lazard Asset Management
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Lazard Asset Management’s Franklin Resources BEN Stock Holding History

Lazard Asset 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
-179
Closed -$3K – 2312
2024
Q4 		$3K Sell
179
-3,895
-96% -$82.1K ﹤0.01% 2155
2024
Q3 		$82K Buy
4,074
+3,950
+3,185% +$85.1K ﹤0.01% 1815
2024
Q2 		$2K Buy
124
+35
+39% +$843 ﹤0.01% 2099
2024
Q1 		$2K Buy
89
+43
+93% +$1.18K ﹤0.01% 1932
2023
Q4 		$1K Hold
46
– – ﹤0.01% 2185
2023
Q3 		$1K Hold
46
– – ﹤0.01% 2214
2023
Q2 		$1K Sell
46
-19
-29% -$491 ﹤0.01% 2244
2023
Q1 		$1K Buy
65
+27
+71% +$789 ﹤0.01% 2222
2022
Q4 		$1K Buy
+38
New +$944 ﹤0.01% 2310
2019
Q3 		– Sell
-46,999
Closed -$1.64M – 1470
2019
Q2 		$1.64M Buy
+46,999
New +$1.6M ﹤0.01% 778
2018
Q1 		– Sell
-92,001
Closed -$3.99M – 1043
2017
Q4 		$3.99M Buy
+92,001
New +$3.98M 0.01% 571
2014
Q2 		– Sell
-63,708
Closed -$3.45M – 994
2014
Q1 		$3.45M Sell
63,708
-80
-0.1% -$4.31K 0.01% 536
2013
Q4 		$3.68M Hold
63,788
– – 0.01% 552
2013
Q3 		$3.22M Sell
63,788
-526
-0.8% -$25.4K 0.01% 555
2013
Q2 		$2.92M Buy
+64,314
New +$3.27M 0.01% 584

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
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

Lazard Asset Management's BEN Position: Q1 2025 in Review

Lazard Asset Management sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 179 shares — an estimated $3K sold.

Lazard Asset Management first reported a position in BEN in Q2 2013 and held it in 15 quarters. The position peaked at $3.99M in Q4 2017. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Lazard Asset Management reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Lazard Asset Management sold 179 Franklin Resources shares in Q1 2025, an estimated $3K.
  • Lazard Asset Management first reported a position in Franklin Resources in Q2 2013 and held it in 15 quarters.
  • Lazard Asset Management's Franklin Resources position peaked at $3.99M in Q4 2017.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.