Metis Global Partners’s Franklin Resources BEN Stock Holding History

Metis Global Partners’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	-20,124	Closed	-$387K	–	774
2025 Q1	$387K	Buy	20,124 +2,272	+13%	+$45.5K	0.01%	629
2024 Q4	$362K	Sell	17,852 -616	-3%	-$13K	0.01%	630
2024 Q3	$372K	Sell	18,468 -984	-5%	-$21.2K	0.01%	628
2024 Q2	$435K	Sell	19,452 -86	-0.4%	-$2.07K	0.01%	569
2024 Q1	$549K	Buy	19,538 +3,787	+24%	+$104K	0.02%	536
2023 Q4	$469K	Sell	15,751 -1,245	-7%	-$31K	0.02%	560
2023 Q3	$418K	Buy	16,996 +8,095	+91%	+$219K	0.02%	570
2023 Q2	$238K	Sell	8,901 -230	-3%	-$5.94K	0.01%	655
2023 Q1	$246K	Buy	+9,131	New	+$267K	0.02%	606

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Metis Global Partners's BEN Position: Q2 2025 in Review

Metis Global Partners sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 20,124 shares — an estimated $387K sold.

Metis Global Partners first reported a position in BEN in Q1 2023 and held it in 9 quarters. The position peaked at $549K in Q1 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Metis Global Partners reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Metis Global Partners sold 20,124 Franklin Resources shares in Q2 2025, an estimated $387K.
Metis Global Partners first reported a position in Franklin Resources in Q1 2023 and held it in 9 quarters.
Metis Global Partners's Franklin Resources position peaked at $549K in Q1 2024.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Metis Global Partners's 13F filing for Q2 2025, filed 6 Aug 2025.