LIS
BEN icon

Legacy Investment Solutions’s Franklin Resources BEN Stock Holding History

Legacy Investment Solutions’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 		$7.82K Buy
+328
New +$6.76K ﹤0.01% 346
2024
Q4 		$6.7K Sell
328
-239
-42% -$5.04K ﹤0.01% 347
2024
Q3 		$12.2K Buy
+567
New +$12.2K 0.01% 283

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

Legacy Investment Solutions's BEN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Franklin Resources (BEN) in Q2 2025: 328 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BEN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BEN in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Legacy Investment Solutions held 328 shares of Franklin Resources worth $7.82K as of Q2 2025.
  • Franklin Resources was a new Legacy Investment Solutions position in Q2 2025.
  • Franklin Resources made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #346 holding.
  • Legacy Investment Solutions first reported a position in Franklin Resources in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Franklin Resources position peaked at $12.2K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.