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Parkworth Wealth Management’s Franklin Resources BEN Stock Holding History

Parkworth Wealth 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 		$310 Buy
13
+6
+86% +$124 ﹤0.01% 784
2025
Q1 		$135 Hold
7
– – ﹤0.01% 852
2024
Q4 		$142 Buy
+7
New +$147 ﹤0.01% 879

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

Parkworth Wealth Management's BEN Position: Q2 2025 in Review

Parkworth Wealth Management increased its Franklin Resources (BEN) stake by 86% in Q2 2025, buying an estimated $124 and bringing the position to 13 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Parkworth Wealth Management first reported a position in BEN in Q4 2024 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Franklin Resources worth $310 as of Q2 2025.
  • Parkworth Wealth Management bought 6 Franklin Resources shares in Q2 2025, an estimated $124.
  • Franklin Resources made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #784 holding.
  • Parkworth Wealth Management first reported a position in Franklin Resources in Q4 2024 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.