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Lindbrook Capital’s Franklin Resources BEN Stock Holding History

Lindbrook Capital’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 		$130K Buy
6,730
+5,038
+298% +$101K 0.01% 565
2024
Q4 		$34.3K Buy
1,692
+354
+26% +$7.46K ﹤0.01% 978
2024
Q3 		$27K Sell
1,338
-701
-34% -$15.1K ﹤0.01% 1130
2024
Q2 		$45.6K Buy
2,039
+919
+82% +$22.1K ﹤0.01% 835
2024
Q1 		$31.5K Buy
1,120
+11
+1% +$303 ﹤0.01% 986
2023
Q4 		$33K Buy
1,109
+121
+12% +$3.01K ﹤0.01% 935
2023
Q3 		$24.3K Sell
988
-69
-7% -$1.87K ﹤0.01% 974
2023
Q2 		$28.2K Sell
1,057
-43
-4% -$1.11K ﹤0.01% 926
2023
Q1 		$29.6K Sell
1,100
-40
-4% -$1.17K ﹤0.01% 892
2022
Q4 		$30.1K Sell
1,140
-2
-0.2% -$50 ﹤0.01% 882
2022
Q3 		$25K Buy
1,142
+183
+19% +$4.7K ﹤0.01% 887
2022
Q2 		$22K Buy
959
+661
+222% +$16.9K ﹤0.01% 927
2022
Q1 		$8K Sell
298
-9,020
-97% -$275K ﹤0.01% 1362
2021
Q4 		$312K Buy
9,318
+8,896
+2,108% +$293K 0.05% 218
2021
Q3 		$13K Hold
422
– – ﹤0.01% 893
2021
Q2 		$13K Hold
422
– – ﹤0.01% 926
2021
Q1 		$12K Hold
422
– – ﹤0.01% 933
2020
Q4 		$11K Hold
422
– – ﹤0.01% 857
2020
Q3 		$9K Hold
422
– – ﹤0.01% 857
2020
Q2 		$9K Buy
422
+167
+65% +$3.15K ﹤0.01% 856
2020
Q1 		$4K Buy
255
+63
+33% +$1.45K ﹤0.01% 1063
2019
Q4 		$5K Buy
192
+142
+284% +$3.86K ﹤0.01% 1091
2019
Q3 		$1K Sell
50
-532
-91% -$16.3K ﹤0.01% 1337
2019
Q2 		$20K Hold
582
– – 0.01% 693
2019
Q1 		$19K Hold
582
– – 0.01% 710
2018
Q4 		$17K Buy
+582
New +$17.9K 0.01% 661

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's BEN Position: Q1 2025 in Review

Lindbrook Capital increased its Franklin Resources (BEN) stake by 298% in Q1 2025, buying an estimated $101K and bringing the position to 6,730 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #565.

Lindbrook Capital first reported a position in BEN in Q4 2018 and has held it in 26 quarters since. The position peaked at $312K in Q4 2021. 564 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Lindbrook Capital held 6,730 shares of Franklin Resources worth $130K as of Q1 2025.
  • Lindbrook Capital bought 5,038 Franklin Resources shares in Q1 2025, an estimated $101K.
  • Franklin Resources made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #565 holding.
  • Lindbrook Capital first reported a position in Franklin Resources in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Franklin Resources position peaked at $312K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.