Measured Wealth Private Client Group’s Franklin Resources BEN Stock Holding History

Measured Wealth Private Client 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 Q4	–	Sell	-2,417	Closed	-$55.9K	–	734
2025 Q3	$55.9K	Buy	+2,417	New	+$59.7K	0.02%	288
2023 Q2	–	Sell	-8,899	Closed	-$240K	–	181
2023 Q1	$240K	Hold	8,899	–	–	0.09%	153
2022 Q4	$235K	Buy	+8,899	New	+$221K	0.1%	145
2022 Q3	–	Sell	-14,227	Closed	-$332K	–	153
2022 Q2	$332K	Sell	14,227 -4,704	-25%	-$120K	0.15%	107
2022 Q1	$529K	Sell	18,931 -5,517	-23%	-$169K	0.19%	63
2021 Q4	$819K	Sell	24,448 -3,964	-14%	-$130K	0.29%	49
2021 Q3	$844K	Sell	28,412 -31,566	-53%	-$985K	0.32%	49
2021 Q2	$1.92M	Sell	59,978 -6,891	-10%	-$223K	0.61%	30
2021 Q1	$1.98M	Sell	66,869 -857	-1%	-$23.4K	0.7%	26
2020 Q4	$1.69M	Buy	+67,726	New	+$1.51M	0.7%	24
2018 Q4	–	Sell	-1,885	Closed	-$57K	–	166
2018 Q3	$57K	Buy	+1,885	New	+$60.7K	0.03%	319

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

Measured Wealth Private Client Group's BEN Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 2,417 shares — an estimated $55.9K sold.

Measured Wealth Private Client Group first reported a position in BEN in Q3 2018 and held it in 11 quarters. The position peaked at $1.98M in Q1 2021. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Measured Wealth Private Client Group reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,417 Franklin Resources shares in Q4 2025, an estimated $55.9K.
Measured Wealth Private Client Group first reported a position in Franklin Resources in Q3 2018 and held it in 11 quarters.
Measured Wealth Private Client Group's Franklin Resources position peaked at $1.98M in Q1 2021.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.