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Lighthouse Investment Partners’s Franklin Resources BEN Stock Holding History

Lighthouse Investment Partners’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
-211,592
Closed -$4.89M – 896
2025
Q3 		$4.89M Sell
211,592
-121,931
-37% -$3.01M 0.15% 188
2025
Q2 		$7.95M Buy
333,523
+114,365
+52% +$2.36M 0.3% 88
2025
Q1 		$4.22M Buy
+219,158
New +$4.39M 0.17% 168

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
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

Lighthouse Investment Partners's BEN Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 211,592 shares — an estimated $4.89M sold.

Lighthouse Investment Partners first reported a position in BEN in Q1 2025 and held it in 3 quarters. The position peaked at $7.95M in Q2 2025. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Lighthouse Investment Partners reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 211,592 Franklin Resources shares in Q4 2025, an estimated $4.89M.
  • Lighthouse Investment Partners first reported a position in Franklin Resources in Q1 2025 and held it in 3 quarters.
  • Lighthouse Investment Partners's Franklin Resources position peaked at $7.95M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.