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Tripletail Wealth Management’s Franklin Resources BEN Stock Holding History

Tripletail Wealth 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
-625
Closed -$14.6K – 272
2025
Q3 		$14.6K Buy
+625
New +$15.4K 0.02% 242

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

Tripletail Wealth Management's BEN Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 625 shares — an estimated $14.6K sold.

Tripletail Wealth Management first reported a position in BEN in Q3 2025 and held it in 1 quarter. The position peaked at $14.6K in Q3 2025. 573 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 625 Franklin Resources shares in Q4 2025, an estimated $14.6K.
  • Tripletail Wealth Management first reported a position in Franklin Resources in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Franklin Resources position peaked at $14.6K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.