PEAK6’s Franklin Resources BEN Stock Holding History

PEAK6’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	-1,808	Closed	-$41.5K	–	2861
2025 Q3	$41.8K	Sell	1,808 -11,348	-86%	-$280K	﹤0.01%	2699
2025 Q2	$314K	Buy	13,156 +4,226	+47%	+$87.1K	﹤0.01%	2307
2025 Q1	$172K	Sell	8,930 -86,784	-91%	-$1.74M	﹤0.01%	2474
2024 Q4	$1.94M	Buy	+95,714	New	+$2.02M	﹤0.01%	1438

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PEAK6's BEN Position: Q4 2025 in Review

PEAK6 sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 1,808 shares — an estimated $41.5K sold.

PEAK6 first reported a position in BEN in Q4 2024 and held it in 4 quarters. The position peaked at $1.94M in Q4 2024. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

PEAK6 reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
PEAK6 sold 1,808 Franklin Resources shares in Q4 2025, an estimated $41.5K.
PEAK6 first reported a position in Franklin Resources in Q4 2024 and held it in 4 quarters.
PEAK6's Franklin Resources position peaked at $1.94M in Q4 2024.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on PEAK6's 13F filing for Q4 2025, filed 13 Feb 2026.