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ORG Partners’s Franklin Resources BEN Stock Holding History

ORG 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
Q4 		$97.3K Buy
4,073
+314
+8% +$7.21K 0.02% 467
2025
Q3 		$87.2K Buy
3,759
+3,653
+3,446% +$90.3K 0.02% 493
2025
Q2 		$88.9K Sell
106
-106
-50% -$2.18K 0.02% 457
2025
Q1 		$68.3K Sell
212
-3,264
-94% -$65.4K 0.02% 441
2024
Q4 		$70.5K Buy
3,476
+65
+2% +$1.37K 0.01% 494
2024
Q3 		$68.7K Sell
3,411
-5,478
-62% -$118K 0.01% 455
2024
Q2 		$197K Buy
8,889
+8,361
+1,584% +$201K 0.02% 432
2024
Q1 		$14.6K Buy
528
+162
+44% +$4.46K 0.03% 253
2023
Q4 		$10.9K Buy
366
+3
+0.8% +$75 ﹤0.01% 753
2023
Q3 		$8.92K Sell
363
-2,456
-87% -$66.4K ﹤0.01% 844
2023
Q2 		$75.5K Sell
2,819
-16,876
-86% -$436K 0.01% 584
2023
Q1 		$531K Buy
+19,695
New +$575K 0.13% 109

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

ORG Partners's BEN Position: Q4 2025 in Review

ORG Partners increased its Franklin Resources (BEN) stake by 8.4% in Q4 2025, buying an estimated $7.21K and bringing the position to 4,073 shares worth $97.3K. The position accounts for 0.02% of the portfolio, ranked #467.

ORG Partners first reported a position in BEN in Q1 2023 and has held it in 12 quarters since. The position peaked at $531K in Q1 2023. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • ORG Partners held 4,073 shares of Franklin Resources worth $97.3K as of Q4 2025.
  • ORG Partners bought 314 Franklin Resources shares in Q4 2025, an estimated $7.21K.
  • Franklin Resources made up 0.02% of ORG Partners's portfolio in Q4 2025, its #467 holding.
  • ORG Partners first reported a position in Franklin Resources in Q1 2023 and has held it in 12 quarters since.
  • ORG Partners's Franklin Resources position peaked at $531K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.