R Squared’s Franklin Resources BEN Stock Holding History

R Squared’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	-90	Closed	-$1.83K	–	437
2024 Q4	$1.83K	Buy	+90	New	+$1.9K	﹤0.01%	1471

Other funds holding BEN

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

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

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

R Squared's BEN Position: Q1 2025 in Review

R Squared sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 90 shares — an estimated $1.83K sold.

R Squared first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $1.83K in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

R Squared reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
R Squared sold 90 Franklin Resources shares in Q1 2025, an estimated $1.83K.
R Squared first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
R Squared's Franklin Resources position peaked at $1.83K in Q4 2024.
562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.