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New Millennium Group’s Franklin Resources BEN Stock Holding History

New Millennium 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
-10
Closed -$231 – 424
2025
Q3 		$231 Buy
+10
New +$247 ﹤0.01% 410
2023
Q1 		– Sell
-35
Closed -$923 – 439
2022
Q4 		$923 Buy
+35
New +$869 ﹤0.01% 382

Other funds holding BEN

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
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

New Millennium Group's BEN Position: Q4 2025 in Review

New Millennium Group sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 10 shares — an estimated $231 sold.

New Millennium Group first reported a position in BEN in Q4 2022 and held it in 2 quarters. The position peaked at $923 in Q4 2022. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • New Millennium Group reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 10 Franklin Resources shares in Q4 2025, an estimated $231.
  • New Millennium Group first reported a position in Franklin Resources in Q4 2022 and held it in 2 quarters.
  • New Millennium Group's Franklin Resources position peaked at $923 in Q4 2022.
  • 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.