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Richards, Merrill & Peterson’s Franklin Resources BEN Stock Holding History

Richards, Merrill & Peterson’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
-325
Closed -$6.26K – 224
2025
Q1 		$6.26K Hold
325
– – ﹤0.01% 424
2024
Q4 		$6.59K Buy
+325
New +$6.85K ﹤0.01% 408

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

Richards, Merrill & Peterson's BEN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 325 shares — an estimated $6.26K sold.

Richards, Merrill & Peterson first reported a position in BEN in Q4 2024 and held it in 2 quarters. The position peaked at $6.59K in Q4 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 325 Franklin Resources shares in Q2 2025, an estimated $6.26K.
  • Richards, Merrill & Peterson first reported a position in Franklin Resources in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Franklin Resources position peaked at $6.59K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.