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Penserra Capital Management’s Franklin Resources BEN Stock Holding History

Penserra Capital 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
-25,648
Closed -$493K – 1037
2025
Q1 		$493K Buy
25,648
+2,227
+10% +$44.6K 0.01% 594
2024
Q4 		$474K Buy
23,421
+7,759
+50% +$163K 0.01% 581
2024
Q3 		$315K Buy
15,662
+6,687
+75% +$144K 0.01% 627
2024
Q2 		$201K Buy
8,975
+2,767
+45% +$66.6K ﹤0.01% 731
2024
Q1 		$174K Buy
6,208
+2,794
+82% +$77K ﹤0.01% 750
2023
Q4 		$101K Buy
3,414
+421
+14% +$10.5K ﹤0.01% 893
2023
Q3 		$73K Buy
2,993
+1,156
+63% +$31.3K ﹤0.01% 943
2023
Q2 		$49K Sell
1,837
-78,230
-98% -$2.02M ﹤0.01% 1036
2023
Q1 		$2.16M Buy
+80,067
New +$2.34M 0.04% 334
2020
Q2 		– Sell
-50,879
Closed -$976K – 807
2020
Q1 		$976K Buy
50,879
+45,093
+779% +$1.04M 0.07% 268
2019
Q4 		$145K Buy
5,786
+5,576
+2,655% +$152K 0.01% 513
2019
Q3 		$5K Buy
+210
New +$6.42K ﹤0.01% 828
2019
Q2 		– Sell
-938
Closed -$32K – 801
2019
Q1 		$32K Sell
938
-190
-17% -$6K ﹤0.01% 644
2018
Q4 		$33K Sell
1,128
-136
-11% -$4.18K ﹤0.01% 503
2018
Q3 		$38K Sell
1,264
-51,056
-98% -$1.65M ﹤0.01% 621
2018
Q2 		$1.68M Buy
52,320
+50,069
+2,224% +$1.68M 0.11% 160
2018
Q1 		$78K Buy
2,251
+1,686
+298% +$68.6K 0.01% 338
2017
Q4 		$24K Buy
565
+250
+79% +$10.8K ﹤0.01% 332
2017
Q3 		$14K Buy
315
+73
+30% +$3.2K ﹤0.01% 385
2017
Q2 		$10K Buy
+242
New +$10.3K ﹤0.01% 411
2016
Q1 		– Sell
-110
Closed -$4K – 981
2015
Q4 		$4K Buy
+110
New +$4.3K ﹤0.01% 860

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

Penserra Capital Management's BEN Position: Q2 2025 in Review

Penserra Capital Management sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 25,648 shares — an estimated $493K sold.

Penserra Capital Management first reported a position in BEN in Q4 2015 and held it in 21 quarters. The position peaked at $2.16M in Q1 2023. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Penserra Capital Management reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Penserra Capital Management sold 25,648 Franklin Resources shares in Q2 2025, an estimated $493K.
  • Penserra Capital Management first reported a position in Franklin Resources in Q4 2015 and held it in 21 quarters.
  • Penserra Capital Management's Franklin Resources position peaked at $2.16M in Q1 2023.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.