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Plante Moran Financial Advisors’s Franklin Resources BEN Stock Holding History

Plante Moran Financial 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
-20
Closed -$406 – 804
2024
Q4 		$406 Sell
20
-125
-86% -$2.63K ﹤0.01% 870
2024
Q3 		$2.92K Buy
145
+20
+16% +$431 ﹤0.01% 732
2024
Q2 		$2.79K Hold
125
– – ﹤0.01% 691
2024
Q1 		$3.51K Buy
+125
New +$3.44K ﹤0.01% 718
2022
Q1 		– Sell
-131
Closed -$4K – 818
2021
Q4 		$4K Buy
+131
New +$4.31K ﹤0.01% 841
2019
Q3 		– Sell
-96
Closed -$3K – 844
2019
Q2 		$3K Buy
+96
New +$3.26K ﹤0.01% 688
2016
Q4 		– Sell
-1,031
Closed -$37K – 970
2016
Q3 		$37K Buy
1,031
+962
+1,394% +$34K 0.03% 380
2016
Q2 		$2K Buy
+69
New +$2.51K ﹤0.01% 782
2015
Q3 		– Sell
-84
Closed -$4K – 706
2015
Q2 		$4K Hold
84
– – ﹤0.01% 639
2015
Q1 		$4K Hold
84
– – ﹤0.01% 628
2014
Q4 		$5K Hold
84
– – ﹤0.01% 652
2014
Q3 		$5K Hold
84
– – ﹤0.01% 667
2014
Q2 		$5K Buy
+84
New +$4.59K ﹤0.01% 659
2014
Q1 		– Sell
-924
Closed -$53K – 625
2013
Q4 		$53K Buy
+924
New +$49.8K 0.03% 225

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

Plante Moran Financial Advisors's BEN Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 20 shares — an estimated $406 sold.

Plante Moran Financial Advisors first reported a position in BEN in Q4 2013 and held it in 14 quarters. The position peaked at $53K in Q4 2013. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Franklin Resources shares in Q1 2025, an estimated $406.
  • Plante Moran Financial Advisors first reported a position in Franklin Resources in Q4 2013 and held it in 14 quarters.
  • Plante Moran Financial Advisors's Franklin Resources position peaked at $53K in Q4 2013.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.