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 		$1.02M Sell
43,300
-55,200
-56% -$1.42M ﹤0.01% 2478
2025
Q4 		$2.35M Buy
98,500
+29,600
+43% +$680K ﹤0.01% 1844
2025
Q3 		$1.59M Sell
68,900
-8,600
-11% -$213K ﹤0.01% 2555
2025
Q2 		$1.85M Sell
77,500
-75,900
-49% -$1.56M ﹤0.01% 2185
2025
Q1 		$2.95M Sell
153,400
-169,900
-53% -$3.4M ﹤0.01% 1676
2024
Q4 		$6.56M Buy
323,300
+258,800
+401% +$5.45M ﹤0.01% 1283
2024
Q3 		$1.3M Buy
64,500
+33,100
+105% +$713K ﹤0.01% 2674
2024
Q2 		$701K Sell
31,400
-73,900
-70% -$1.78M ﹤0.01% 3285
2024
Q1 		$2.96M Buy
105,300
+26,200
+33% +$722K ﹤0.01% 2045
2023
Q4 		$2.36M Buy
79,100
+42,400
+116% +$1.05M ﹤0.01% 2221
2023
Q3 		$902K Buy
36,700
+22,900
+166% +$619K ﹤0.01% 2768
2023
Q2 		$368K Sell
13,800
-97,000
-88% -$2.51M ﹤0.01% 3624
2023
Q1 		$2.98M Buy
110,800
+74,700
+207% +$2.18M ﹤0.01% 1631
2022
Q4 		$952K Sell
36,100
-39,000
-52% -$969K ﹤0.01% 2514
2022
Q3 		$1.62M Sell
75,100
-28,600
-28% -$735K ﹤0.01% 2157
2022
Q2 		$2.42M Buy
103,700
+91,700
+764% +$2.35M ﹤0.01% 1681
2022
Q1 		$335K Sell
12,000
-8,000
-40% -$244K ﹤0.01% 4379
2021
Q4 		$669K Sell
20,000
-63,700
-76% -$2.1M ﹤0.01% 3419
2021
Q3 		$2.7M Buy
83,700
+100
+0.1% +$3.12K ﹤0.01% 1786
2021
Q2 		$2.67M Buy
83,600
+82,720
+9,400% +$2.68M ﹤0.01% 1806
2021
Q1 		$2.6M Buy
880
+516
+142% +$14.1K ﹤0.01% 1345
2020
Q4 		$909K Buy
364
+48
+15% +$1.07K ﹤0.01% 2691
2020
Q3 		$643K Buy
316
+85
+37% +$1.78K ﹤0.01% 2729
2020
Q2 		$484K Buy
231
+123
+114% +$2.32K ﹤0.01% 2948
2020
Q1 		$180K Sell
108
-4
-4% -$92 ﹤0.01% 3723
2019
Q4 		$290K Buy
112
+71
+173% +$1.93K ﹤0.01% 3321
2019
Q3 		$118K Buy
41
+3
+8% +$92 ﹤0.01% 4132
2019
Q2 		$132K Buy
38
+13
+52% +$442 ﹤0.01% 3904
2019
Q1 		$82K Sell
25
-1
-4% -$32 ﹤0.01% 4555
2018
Q4 		$77K Buy
26
+6
+30% +$184 ﹤0.01% 4105
2018
Q3 		$60K Sell
20
-165
-89% -$5.32K ﹤0.01% 4983
2018
Q2 		$592K Buy
185
+126
+214% +$4.22K ﹤0.01% 2284
2018
Q1 		$22K Sell
59
-681
-92% -$27.7K ﹤0.01% 3243
2017
Q4 		$6K Buy
740
+56
+8% +$2.42K ﹤0.01% 4290
2017
Q3 		$3K Sell
684
-27
-4% -$1.18K ﹤0.01% 4727
2017
Q2 		$7K Buy
711
+162
+30% +$6.92K ﹤0.01% 4257
2017
Q1 		$18K Sell
549
-144
-21% -$5.97K ﹤0.01% 3336
2016
Q4 		$20K Buy
693
+107
+18% +$4K ﹤0.01% 3023
2016
Q3 		$8K Buy
586
+52
+10% +$1.84K ﹤0.01% 3788
2016
Q2 		$9K Buy
534
+207
+63% +$7.52K ﹤0.01% 3667
2016
Q1 		$2K Sell
327
-128
-28% -$4.53K ﹤0.01% 4669
2015
Q4 		$29K Buy
455
+255
+128% +$9.97K ﹤0.01% 2370
2015
Q3 		$73K Buy
200
+156
+355% +$6.75K 0.01% 1670
2015
Q2 		$39K Sell
44
-47
-52% -$2.41K ﹤0.01% 1881
2015
Q1 		$29K Buy
91
+55
+153% +$2.92K ﹤0.01% 1989
2014
Q4 		$24K Buy
+36
New +$1.99K ﹤0.01% 1906

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.