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Pallas Capital Advisors’s Franklin Resources BEN Stock Holding History

Pallas Capital Advisors’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
Q1 		– Sell
-19,766
Closed -$401K – 768
2024
Q4 		$401K Buy
19,766
+340
+2% +$7.16K 0.02% 416
2024
Q3 		$393K Buy
19,426
+2,976
+18% +$64.1K 0.02% 405
2024
Q2 		$388K Buy
+16,450
New +$396K 0.02% 356

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Pallas Capital Advisors's BEN Position: Q1 2025 in Review

Pallas Capital Advisors sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 19,766 shares — an estimated $401K sold.

Pallas Capital Advisors first reported a position in BEN in Q2 2024 and held it in 3 quarters. The position peaked at $401K in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Pallas Capital Advisors reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 19,766 Franklin Resources shares in Q1 2025, an estimated $401K.
  • Pallas Capital Advisors first reported a position in Franklin Resources in Q2 2024 and held it in 3 quarters.
  • Pallas Capital Advisors's Franklin Resources position peaked at $401K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Pallas Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.