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LifeWealth Investments’s Franklin Resources BEN Stock Holding History

LifeWealth Investments’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
-13,211
Closed -$254K – 216
2025
Q1 		$254K Buy
+13,211
New +$265K 0.06% 180

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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

LifeWealth Investments's BEN Position: Q2 2025 in Review

LifeWealth Investments sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 13,211 shares — an estimated $254K sold.

LifeWealth Investments first reported a position in BEN in Q1 2025 and held it in 1 quarter. The position peaked at $254K in Q1 2025. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • LifeWealth Investments reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • LifeWealth Investments sold 13,211 Franklin Resources shares in Q2 2025, an estimated $254K.
  • LifeWealth Investments first reported a position in Franklin Resources in Q1 2025 and held it in 1 quarter.
  • LifeWealth Investments's Franklin Resources position peaked at $254K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.