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Valley Wealth Managers’s Franklin Resources BEN Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-100
Closed -$2.03K – 380
2024
Q4 		$2.03K Hold
100
– – ﹤0.01% 344
2024
Q3 		$2.02K Hold
100
– – ﹤0.01% 348
2024
Q2 		$2.23K Buy
+100
New +$2.41K ﹤0.01% 339

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Valley Wealth Managers's BEN Position: Q1 2025 in Review

Valley Wealth Managers sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 100 shares — an estimated $2.03K sold.

Valley Wealth Managers first reported a position in BEN in Q2 2024 and held it in 3 quarters. The position peaked at $2.23K in Q2 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Valley Wealth Managers reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 100 Franklin Resources shares in Q1 2025, an estimated $2.03K.
  • Valley Wealth Managers first reported a position in Franklin Resources in Q2 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Franklin Resources position peaked at $2.23K in Q2 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.