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Richardson Financial Services’s Franklin Resources BEN Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-3,600
Closed -$80.5K – 612
2024
Q3 		$80.5K Hold
3,600
– – 0.05% 219
2024
Q2 		$80.5K Sell
3,600
-420
-10% -$10.1K 0.06% 211
2024
Q1 		$113K Buy
4,020
+520
+15% +$14.3K 0.08% 186
2023
Q4 		$104K Buy
+3,500
New +$87.1K 0.09% 170

Other funds holding BEN

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richardson Financial Services's BEN Position: Q4 2024 in Review

Richardson Financial Services sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 3,600 shares — an estimated $80.5K sold.

Richardson Financial Services first reported a position in BEN in Q4 2023 and held it in 4 quarters. The position peaked at $113K in Q1 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Richardson Financial Services reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 3,600 Franklin Resources shares in Q4 2024, an estimated $80.5K.
  • Richardson Financial Services first reported a position in Franklin Resources in Q4 2023 and held it in 4 quarters.
  • Richardson Financial Services's Franklin Resources position peaked at $113K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.