Swedbank’s Franklin Resources BEN Stock Holding History

Swedbank’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	-161,088	Closed	-$3.1M	–	673
2025 Q1	$3.1M	Hold	161,088	–	–	﹤0.01%	585
2024 Q4	$3.27M	Buy	161,088 +99,012	+160%	+$2.09M	﹤0.01%	585
2024 Q3	$1.25M	Buy	62,076 +27,259	+78%	+$587K	﹤0.01%	636
2024 Q2	$778K	Hold	34,817	–	–	﹤0.01%	656
2024 Q1	$979K	Hold	34,817	–	–	0.01%	513
2023 Q4	$1.04M	Hold	34,817	–	–	﹤0.01%	635
2023 Q3	$856K	Hold	34,817	–	–	﹤0.01%	630
2023 Q2	$930K	Hold	34,817	–	–	﹤0.01%	630
2023 Q1	$938K	Hold	34,817	–	–	﹤0.01%	636
2022 Q4	$918K	Hold	34,817	–	–	﹤0.01%	629
2022 Q3	$749K	Hold	34,817	–	–	﹤0.01%	657
2022 Q2	$812K	Sell	34,817 -79,029	-69%	-$2.02M	﹤0.01%	658
2022 Q1	$3.18M	Hold	113,846	–	–	0.01%	581
2021 Q4	$3.81M	Hold	113,846	–	–	0.01%	587
2021 Q3	$3.38M	Hold	113,846	–	–	0.01%	593
2021 Q2	$3.64M	Sell	113,846 -6,520	-5%	-$211K	0.01%	597
2021 Q1	$3.56M	Buy	+120,366	New	+$3.29M	0.01%	587

Other funds holding BEN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Swedbank's BEN Position: Q2 2025 in Review

Swedbank sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 161,088 shares — an estimated $3.1M sold.

Swedbank first reported a position in BEN in Q1 2021 and held it in 17 quarters. The position peaked at $3.81M in Q4 2021. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Swedbank reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Swedbank sold 161,088 Franklin Resources shares in Q2 2025, an estimated $3.1M.
Swedbank first reported a position in Franklin Resources in Q1 2021 and held it in 17 quarters.
Swedbank's Franklin Resources position peaked at $3.81M in Q4 2021.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Swedbank's 13F filing for Q2 2025, filed 10 Jul 2025.