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Stone House Investment Management’s Franklin Resources BEN Stock Holding History

Stone House Investment Management’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
Q4 		– Sell
-16
Closed -$370 – 865
2025
Q3 		$370 Buy
+16
New +$395 ﹤0.01% 685

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ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
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ACL
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Stone House Investment Management's BEN Position: Q4 2025 in Review

Stone House Investment Management sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 16 shares — an estimated $370 sold.

Stone House Investment Management first reported a position in BEN in Q3 2025 and held it in 1 quarter. The position peaked at $370 in Q3 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Stone House Investment Management reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 16 Franklin Resources shares in Q4 2025, an estimated $370.
  • Stone House Investment Management first reported a position in Franklin Resources in Q3 2025 and held it in 1 quarter.
  • Stone House Investment Management's Franklin Resources position peaked at $370 in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.