Simplex Trading
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Simplex Trading’s Franklin Resources BEN Stock Holding History

Simplex Trading’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
2026
Q1 		$1.14M Sell
48,100
-103,100
-68% -$2.65M ﹤0.01% 2371
2025
Q4 		$3.61M Sell
151,200
-26,200
-15% -$602K ﹤0.01% 1520
2025
Q3 		$4.1M Sell
177,400
-26,200
-13% -$648K ﹤0.01% 1653
2025
Q2 		$4.86M Buy
203,600
+6,400
+3% +$132K ﹤0.01% 1364
2025
Q1 		$3.8M Sell
197,200
-40,600
-17% -$814K ﹤0.01% 1488
2024
Q4 		$4.82M Sell
237,800
-380,200
-62% -$8.01M ﹤0.01% 1501
2024
Q3 		$12.5M Buy
618,000
+62,400
+11% +$1.34M 0.01% 903
2024
Q2 		$12.4M Buy
555,600
+502,300
+942% +$12.1M 0.01% 886
2024
Q1 		$1.5M Buy
53,300
+1,300
+3% +$35.8K ﹤0.01% 2690
2023
Q4 		$1.55M Sell
52,000
-32,000
-38% -$796K ﹤0.01% 2583
2023
Q3 		$2.06M Buy
84,000
+55,500
+195% +$1.5M ﹤0.01% 2044
2023
Q2 		$761K Sell
28,500
-16,300
-36% -$421K ﹤0.01% 2867
2023
Q1 		$1.21M Buy
44,800
+10,900
+32% +$318K ﹤0.01% 2415
2022
Q4 		$894K Sell
33,900
-1,500
-4% -$37.3K ﹤0.01% 2569
2022
Q3 		$761K Sell
35,400
-27,000
-43% -$694K ﹤0.01% 2975
2022
Q2 		$1.45M Buy
62,400
+13,000
+26% +$332K ﹤0.01% 2198
2022
Q1 		$1.38M Sell
49,400
-48,600
-50% -$1.48M ﹤0.01% 2509
2021
Q4 		$3.28M Buy
98,000
+92,500
+1,682% +$3.04M ﹤0.01% 1554
2021
Q3 		$177K Buy
5,500
+200
+4% +$6.24K ﹤0.01% 5790
2021
Q2 		$169K Buy
5,300
+5,238
+8,448% +$170K ﹤0.01% 5958
2021
Q1 		$183K Sell
62
-508
-89% -$13.9K ﹤0.01% 4876
2020
Q4 		$1.42M Buy
570
+266
+88% +$5.94K ﹤0.01% 2139
2020
Q3 		$618K Sell
304
-254
-46% -$5.33K ﹤0.01% 2764
2020
Q2 		$1.17M Buy
558
+410
+277% +$7.74K ﹤0.01% 2006
2020
Q1 		$247K Buy
148
+73
+97% +$1.68K ﹤0.01% 3348
2019
Q4 		$194K Buy
75
+19
+34% +$516 ﹤0.01% 3791
2019
Q3 		$161K Buy
56
+20
+56% +$611 ﹤0.01% 3789
2019
Q2 		$125K Sell
36
-182
-83% -$6.19K ﹤0.01% 3954
2019
Q1 		$722K Buy
218
+34
+18% +$1.07K ﹤0.01% 2277
2018
Q4 		$545K Buy
184
+168
+1,050% +$5.17K ﹤0.01% 2139
2018
Q3 		$48K Sell
16
-6
-27% -$193 ﹤0.01% 5204
2018
Q2 		$70K Sell
22
-36
-62% -$1.21K ﹤0.01% 4689
2018
Q1 		$2K Sell
58
-485
-89% -$19.7K ﹤0.01% 5199
2017
Q4 		$1K Sell
543
-123
-18% -$5.33K ﹤0.01% 5428
2017
Q3 		$21K Sell
666
-155
-19% -$6.79K ﹤0.01% 3093
2017
Q2 		$71K Buy
821
+697
+562% +$29.8K ﹤0.01% 2053
2017
Q1 		$23K Sell
124
-269
-68% -$11.2K ﹤0.01% 3095
2016
Q4 		$69K Buy
393
+203
+107% +$7.6K ﹤0.01% 1839
2016
Q3 		$41K Buy
190
+171
+900% +$6.05K ﹤0.01% 2265
2016
Q2 		$2K Buy
+19
New +$690 ﹤0.01% 4863
2016
Q1 		– Sell
-47
Closed -$4K – 5568
2015
Q4 		$4K Buy
+47
New +$1.84K ﹤0.01% 3991
2015
Q2 		– Sell
-24
Closed -$3K – 5174
2015
Q1 		$3K Buy
24
+21
+700% +$1.11K ﹤0.01% 3809
2014
Q4 		$1K Buy
+3
New +$166 ﹤0.01% 4041

Other funds holding BEN

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Simplex Trading's BEN Position: Q2 2025 in Review

Simplex Trading sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 34,775 shares — an estimated $717K sold.

Simplex Trading first reported a position in BEN in Q1 2015 and held it in 21 quarters. The position peaked at $1.32M in Q3 2022. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Simplex Trading reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 34,775 Franklin Resources shares in Q2 2025, an estimated $717K.
  • Simplex Trading first reported a position in Franklin Resources in Q1 2015 and held it in 21 quarters.
  • Simplex Trading's Franklin Resources position peaked at $1.32M in Q3 2022.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.