Main Street Group’s Franklin Resources BEN Stock Holding History

Main Street Group’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	–	Sell	-402	Closed	-$8.16K	–	804
2024 Q4	$8.16K	Hold	402	–	–	﹤0.01%	518
2024 Q3	$8.1K	Hold	402	–	–	﹤0.01%	524
2024 Q2	$8.9K	Hold	402	–	–	﹤0.01%	537
2024 Q1	$11.1K	Hold	402	–	–	﹤0.01%	517
2023 Q4	$12K	Buy	+402	New	+$10K	﹤0.01%	756

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Main Street Group's BEN Position: Q1 2025 in Review

Main Street Group sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 402 shares — an estimated $8.16K sold.

Main Street Group first reported a position in BEN in Q4 2023 and held it in 5 quarters. The position peaked at $12K in Q4 2023. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

Main Street Group reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
Main Street Group sold 402 Franklin Resources shares in Q1 2025, an estimated $8.16K.
Main Street Group first reported a position in Franklin Resources in Q4 2023 and held it in 5 quarters.
Main Street Group's Franklin Resources position peaked at $12K in Q4 2023.
562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Main Street Group's 13F filing for Q1 2025, filed 14 May 2025.