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Siemens Fonds Invest’s Franklin Resources BEN Stock Holding History

Siemens Fonds Invest’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
-3,251
Closed -$62.6K – 560
2025
Q1 		$62.6K Buy
+3,251
New +$65.1K ﹤0.01% 558

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

Siemens Fonds Invest's BEN Position: Q2 2025 in Review

Siemens Fonds Invest sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 3,251 shares — an estimated $62.6K sold.

Siemens Fonds Invest first reported a position in BEN in Q1 2025 and held it in 1 quarter. The position peaked at $62.6K in Q1 2025. 566 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Siemens Fonds Invest reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Siemens Fonds Invest sold 3,251 Franklin Resources shares in Q2 2025, an estimated $62.6K.
  • Siemens Fonds Invest first reported a position in Franklin Resources in Q1 2025 and held it in 1 quarter.
  • Siemens Fonds Invest's Franklin Resources position peaked at $62.6K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Siemens Fonds Invest's 13F filing for Q2 2025, filed 14 Aug 2025.