Nordea Investment Management
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Nordea Investment Management’s Franklin Resources BEN Stock Holding History

Nordea Investment Management’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
-32,355
Closed -$617K – 866
2025
Q1 		$617K Buy
32,355
+86
+0.3% +$1.72K ﹤0.01% 852
2024
Q4 		$655K Sell
32,269
-4,303
-12% -$90.6K ﹤0.01% 855
2024
Q3 		$741K Buy
36,572
+8,266
+29% +$178K ﹤0.01% 849
2024
Q2 		$635K Sell
28,306
-846
-3% -$20.4K ﹤0.01% 861
2024
Q1 		$817K Sell
29,152
-1,713
-6% -$47.2K ﹤0.01% 850
2023
Q4 		$919K Sell
30,865
-1,004
-3% -$25K ﹤0.01% 839
2023
Q3 		$791K Sell
31,869
-1,816
-5% -$49.1K ﹤0.01% 853
2023
Q2 		$905K Hold
33,685
– – ﹤0.01% 832
2023
Q1 		$893K Sell
33,685
-1,978
-6% -$57.8K ﹤0.01% 810
2022
Q4 		$946K Buy
35,663
+3,856
+12% +$95.8K ﹤0.01% 785
2022
Q3 		$696K Sell
31,807
-6,710
-17% -$172K ﹤0.01% 847
2022
Q2 		$880K Buy
38,517
+1,271
+3% +$32.5K ﹤0.01% 814
2022
Q1 		$1.06M Buy
37,246
+411
+1% +$12.6K ﹤0.01% 794
2021
Q4 		$1.24M Sell
36,835
-46,651
-56% -$1.54M ﹤0.01% 773
2021
Q3 		$2.55M Sell
83,486
-230
-0.3% -$7.17K ﹤0.01% 677
2021
Q2 		$2.68M Sell
83,716
-19,134
-19% -$620K ﹤0.01% 665
2021
Q1 		$3.04M Sell
102,850
-15,110
-13% -$413K ﹤0.01% 645
2020
Q4 		$2.95M Sell
117,960
-378,247
-76% -$8.44M ﹤0.01% 647
2020
Q3 		$10M Sell
496,207
-2,232,633
-82% -$46.9M 0.02% 334
2020
Q2 		$56.1M Buy
2,728,840
+863,575
+46% +$16.3M 0.06% 230
2020
Q1 		$32.1M Buy
1,865,265
+33,313
+2% +$765K 0.08% 201
2019
Q4 		$47.7M Sell
1,831,952
-97,195
-5% -$2.64M 0.1% 195
2019
Q3 		$55.4M Sell
1,929,147
-28,987
-1% -$886K 0.12% 162
2019
Q2 		$68.2M Buy
1,958,134
+426,320
+28% +$14.5M 0.15% 133
2019
Q1 		$50.8M Sell
1,531,814
-33,024
-2% -$1.04M 0.11% 167
2018
Q4 		$46.4M Sell
1,564,838
-225,441
-13% -$6.93M 0.11% 157
2018
Q3 		$54.4M Sell
1,790,279
-27,468
-2% -$885K 0.11% 145
2018
Q2 		$58.3M Buy
1,817,747
+76,322
+4% +$2.56M 0.14% 124
2018
Q1 		$60.4M Buy
1,741,425
+26,413
+2% +$1.07M 0.14% 119
2017
Q4 		$74.3M Sell
1,715,012
-144,700
-8% -$6.27M 0.18% 112
2017
Q3 		$82.8M Buy
1,859,712
+169,958
+10% +$7.45M 0.2% 105
2017
Q2 		$75.7M Buy
1,689,754
+696,730
+70% +$29.8M 0.19% 109
2017
Q1 		$41.8M Sell
993,024
-9,832
-1% -$408K 0.11% 136
2016
Q4 		$39.7M Sell
1,002,856
-53,947
-5% -$2.02M 0.11% 147
2016
Q3 		$37.6M Sell
1,056,803
-291,342
-22% -$10.3M 0.1% 151
2016
Q2 		$45M Sell
1,348,145
-38,762
-3% -$1.41M 0.13% 139
2016
Q1 		$54.2M Buy
1,386,907
+16,877
+1% +$597K 0.16% 125
2015
Q4 		$50.4M Buy
1,370,030
+6,293
+0.5% +$246K 0.17% 130
2015
Q3 		$50.8M Buy
1,363,737
+14,077
+1% +$609K 0.19% 122
2015
Q2 		$66.2M Buy
1,349,660
+116,428
+9% +$5.97M 0.23% 112
2015
Q1 		$63.3M Sell
1,233,232
-55,204
-4% -$2.93M 0.23% 115
2014
Q4 		$71.3M Sell
1,288,436
-633,631
-33% -$35M 0.26% 109
2014
Q3 		$105M Buy
1,922,067
+39,467
+2% +$2.21M 0.42% 64
2014
Q2 		$109M Buy
1,882,600
+22,281
+1% +$1.22M 0.46% 58
2014
Q1 		$101M Sell
1,860,319
-73,504
-4% -$3.96M 0.47% 52
2013
Q4 		$112M Sell
1,933,823
-118,248
-6% -$6.37M 0.56% 52
2013
Q3 		$104M Buy
2,052,071
+46,451
+2% +$2.24M 0.58% 45
2013
Q2 		$90.9M Buy
+2,005,620
New +$102M 0.56% 47

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nordea Investment Management's BEN Position: Q2 2025 in Review

Nordea Investment Management sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 32,355 shares — an estimated $617K sold.

Nordea Investment Management first reported a position in BEN in Q2 2013 and held it in 48 quarters. The position peaked at $112M in Q4 2013. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Nordea Investment Management reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Nordea Investment Management sold 32,355 Franklin Resources shares in Q2 2025, an estimated $617K.
  • Nordea Investment Management first reported a position in Franklin Resources in Q2 2013 and held it in 48 quarters.
  • Nordea Investment Management's Franklin Resources position peaked at $112M in Q4 2013.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Nordea Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.