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Raleigh Capital Management’s Franklin Resources BEN Stock Holding History

Raleigh 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
-56
Closed -$1.08K – 644
2025
Q1 		$1.08K Sell
56
-366
-87% -$7.33K ﹤0.01% 450
2024
Q4 		$8.57K Buy
422
+318
+306% +$6.7K ﹤0.01% 626
2024
Q3 		$2.1K Sell
104
-21
-17% -$452 ﹤0.01% 813
2024
Q2 		$2.79K Buy
125
+25
+25% +$602 ﹤0.01% 747
2024
Q1 		$2.81K Sell
100
-53
-35% -$1.46K ﹤0.01% 724
2023
Q4 		$4.56K Buy
+153
New +$3.81K ﹤0.01% 753

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

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

Raleigh Capital Management sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 56 shares — an estimated $1.08K sold.

Raleigh Capital Management first reported a position in BEN in Q4 2023 and held it in 6 quarters. The position peaked at $8.57K in Q4 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Raleigh Capital Management reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 56 Franklin Resources shares in Q2 2025, an estimated $1.08K.
  • Raleigh Capital Management first reported a position in Franklin Resources in Q4 2023 and held it in 6 quarters.
  • Raleigh Capital Management's Franklin Resources position peaked at $8.57K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.