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Riverview Trust Company’s Franklin Templeton 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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Riverview Trust Company sold out of Franklin Templeton (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. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

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

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