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Susquehanna Portfolio Strategies’s Franklin Resources BEN Stock Holding History

Susquehanna Portfolio Strategies’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
-83,173
Closed -$1.92M – 1010
2025
Q3 		$1.92M Buy
+83,173
New +$2.06M 0.03% 523
2024
Q2 		– Sell
-97,509
Closed -$2.74M – 539
2024
Q1 		$2.74M Hold
97,509
– – 0.06% 286
2023
Q4 		$2.9M Buy
+97,509
New +$2.43M 0.05% 358

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Susquehanna Portfolio Strategies's BEN Position: Q4 2025 in Review

Susquehanna Portfolio Strategies sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 83,173 shares — an estimated $1.92M sold.

Susquehanna Portfolio Strategies first reported a position in BEN in Q4 2023 and held it in 3 quarters. The position peaked at $2.9M in Q4 2023. 573 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Susquehanna Portfolio Strategies reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 83,173 Franklin Resources shares in Q4 2025, an estimated $1.92M.
  • Susquehanna Portfolio Strategies first reported a position in Franklin Resources in Q4 2023 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's Franklin Resources position peaked at $2.9M in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.