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Riverview Trust Company’s Franklin Resources BEN Stock Holding History

Riverview Trust Company’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
-23
Closed -$463 – 836
2024
Q3 		$463 Buy
+23
New +$496 ﹤0.01% 806
2022
Q4 		– Sell
-542
Closed -$12K – 722
2022
Q3 		$12K Sell
542
-212
-28% -$5.45K 0.01% 572
2022
Q2 		$18K Buy
+754
New +$19.3K 0.02% 416
2019
Q2 		– Sell
-314
Closed -$10K – 286
2019
Q1 		$10K Buy
+314
New +$9.91K 0.01% 260

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

Riverview Trust Company's BEN Position: Q4 2024 in Review

Riverview Trust Company sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 23 shares — an estimated $463 sold.

Riverview Trust Company first reported a position in BEN in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Riverview Trust Company reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 23 Franklin Resources shares in Q4 2024, an estimated $463.
  • Riverview Trust Company first reported a position in Franklin Resources in Q1 2019 and held it in 4 quarters.
  • Riverview Trust Company's Franklin Resources position peaked at $18K in Q2 2022.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.