MCF Advisors’s Franklin Resources BEN Stock Holding History

MCF Advisors’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	-366	Closed	-$8.58K	–	1140
2025 Q3	$8.58K	Hold	366	–	–	﹤0.01%	717
2025 Q2	$8.85K	Buy	+366	New	+$7.54K	﹤0.01%	676
2024 Q4	–	Sell	-66	Closed	-$1.33K	–	1001
2024 Q3	$1.33K	Buy	66 +56	+560%	+$1.21K	﹤0.01%	877
2024 Q2	$227	Hold	10	–	–	﹤0.01%	983
2024 Q1	$285	Buy	+10	New	+$275	﹤0.01%	946
2018 Q3	–	Sell	-267	Closed	-$9K	–	468
2018 Q2	$9K	Hold	267	–	–	﹤0.01%	340
2018 Q1	$9K	Hold	267	–	–	﹤0.01%	343
2017 Q4	$12K	Hold	267	–	–	﹤0.01%	321
2017 Q3	$12K	Hold	267	–	–	﹤0.01%	327
2017 Q2	$12K	Hold	267	–	–	﹤0.01%	349
2017 Q1	$11K	Hold	267	–	–	﹤0.01%	347
2016 Q4	$11K	Hold	267	–	–	﹤0.01%	302
2016 Q3	$9K	Hold	267	–	–	﹤0.01%	327
2016 Q2	$9K	Hold	267	–	–	﹤0.01%	352
2016 Q1	$10K	Hold	267	–	–	﹤0.01%	323
2015 Q4	$10K	Hold	267	–	–	﹤0.01%	330
2015 Q3	$10K	Hold	267	–	–	﹤0.01%	313
2015 Q2	$13K	Hold	267	–	–	﹤0.01%	296
2015 Q1	$14K	Hold	267	–	–	﹤0.01%	293
2014 Q4	$15K	Hold	267	–	–	﹤0.01%	274
2014 Q3	$14K	Hold	267	–	–	﹤0.01%	281
2014 Q2	$14K	Hold	267	–	–	﹤0.01%	277
2014 Q1	$14K	Hold	267	–	–	﹤0.01%	282
2013 Q4	$14K	Hold	267	–	–	0.01%	249
2013 Q3	$14K	Buy	+267	New	+$12.9K	0.01%	255

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

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

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

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

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

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

MCF Advisors's BEN Position: Q4 2025 in Review

MCF Advisors sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 366 shares — an estimated $8.58K sold.

MCF Advisors first reported a position in BEN in Q3 2013 and held it in 25 quarters. The position peaked at $15K in Q4 2014. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

MCF Advisors reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
MCF Advisors sold 366 Franklin Resources shares in Q4 2025, an estimated $8.58K.
MCF Advisors first reported a position in Franklin Resources in Q3 2013 and held it in 25 quarters.
MCF Advisors's Franklin Resources position peaked at $15K in Q4 2014.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on MCF Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.