Livforsakringsbolaget Skandia’s Franklin Resources BEN Stock Holding History

Livforsakringsbolaget Skandia’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	-463	Closed	-$9.04K	–	532
2025 Q1	$9.04K	Hold	463	–	–	﹤0.01%	564
2024 Q4	$9.52K	Hold	463	–	–	﹤0.01%	567
2024 Q3	$9.45K	Hold	463	–	–	﹤0.01%	590
2024 Q2	$10.5K	Hold	463	–	–	﹤0.01%	539
2024 Q1	$13.1K	Hold	463	–	–	﹤0.01%	536
2023 Q4	$13.8K	Hold	463	–	–	﹤0.01%	533
2023 Q3	$11.5K	Hold	463	–	–	﹤0.01%	531
2023 Q2	$12.5K	Hold	463	–	–	﹤0.01%	529
2023 Q1	$12.6K	Hold	463	–	–	﹤0.01%	535
2022 Q4	$12.3K	Hold	463	–	–	﹤0.01%	527
2022 Q3	$10K	Sell	463 -1,900	-80%	-$48.8K	﹤0.01%	535
2022 Q2	$55K	Sell	2,363 -2,600	-52%	-$66.5K	﹤0.01%	539
2022 Q1	$139K	Hold	4,963	–	–	0.01%	525
2021 Q4	$166K	Hold	4,963	–	–	0.01%	520
2021 Q3	$148K	Hold	4,963	–	–	0.01%	551
2021 Q2	$159K	Buy	4,963 +2,100	+73%	+$68K	0.01%	572
2021 Q1	$85K	Hold	2,863	–	–	0.01%	620
2020 Q4	$72K	Hold	2,863	–	–	0.01%	635
2020 Q3	$58K	Hold	2,863	–	–	0.01%	630
2020 Q2	$60K	Hold	2,863	–	–	0.01%	618
2020 Q1	$48K	Hold	2,863	–	–	0.01%	606
2019 Q4	$74K	Hold	2,863	–	–	0.01%	583
2019 Q3	$83K	Hold	2,863	–	–	0.01%	551
2019 Q2	$100K	Hold	2,863	–	–	0.01%	497
2019 Q1	$95K	Hold	2,863	–	–	0.01%	501
2018 Q4	$85K	Hold	2,863	–	–	0.01%	500
2018 Q3	$87K	Sell	2,863 -2,200	-43%	-$70.9K	0.01%	581
2018 Q2	$162K	Hold	5,063	–	–	0.01%	570
2018 Q1	$176K	Hold	5,063	–	–	0.02%	536
2017 Q4	$219K	Sell	5,063 -2,000	-28%	-$86.6K	0.02%	456
2017 Q3	$314K	Hold	7,063	–	–	0.03%	412
2017 Q2	$316K	Hold	7,063	–	–	0.03%	410
2017 Q1	$298K	Sell	7,063 -9,600	-58%	-$398K	0.03%	417
2016 Q4	$660	Sell	16,663 -737	-4%	-$27.6K	0.03%	492
2016 Q3	$643K	Sell	17,400 -19,163	-52%	-$678K	0.03%	558
2016 Q2	$1.22M	Hold	36,563	–	–	0.05%	357
2016 Q1	$1.43M	Hold	36,563	–	–	0.07%	306
2015 Q4	$1.35M	Hold	36,563	–	–	0.06%	318
2015 Q3	$1.36M	Hold	36,563	–	–	0.07%	322
2015 Q2	$1.79M	Hold	36,563	–	–	0.09%	275
2015 Q1	$1.88M	Sell	36,563 -7,800	-18%	-$414K	0.09%	274
2014 Q4	$2.46M	Sell	44,363 -15,000	-25%	-$829K	0.11%	202
2014 Q3	$3.24M	Hold	59,363	–	–	0.12%	192
2014 Q2	$3.43M	Hold	59,363	–	–	0.12%	185
2014 Q1	$3.22M	Buy	+59,363	New	+$3.2M	0.12%	190

Other funds holding BEN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Livforsakringsbolaget Skandia's BEN Position: Q2 2025 in Review

Livforsakringsbolaget Skandia sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 463 shares — an estimated $9.04K sold.

Livforsakringsbolaget Skandia first reported a position in BEN in Q1 2014 and held it in 45 quarters. The position peaked at $3.43M in Q2 2014. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Livforsakringsbolaget Skandia reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 463 Franklin Resources shares in Q2 2025, an estimated $9.04K.
Livforsakringsbolaget Skandia first reported a position in Franklin Resources in Q1 2014 and held it in 45 quarters.
Livforsakringsbolaget Skandia's Franklin Resources position peaked at $3.43M in Q2 2014.
567 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2025, filed 9 Jul 2025.