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Verus Capital Partners’s Franklin Resources BEN Stock Holding History

Verus Capital Partners’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
-16,295
Closed -$314K – 378
2025
Q1 		$314K Buy
16,295
+750
+5% +$15K 0.03% 273
2024
Q4 		$315K Sell
15,545
-1,450
-9% -$30.5K 0.03% 269
2024
Q3 		$342K Buy
16,995
+7,342
+76% +$158K 0.03% 246
2024
Q2 		$216K Buy
+9,653
New +$232K 0.02% 318

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Verus Capital Partners's BEN Position: Q2 2025 in Review

Verus Capital Partners sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 16,295 shares — an estimated $314K sold.

Verus Capital Partners first reported a position in BEN in Q2 2024 and held it in 4 quarters. The position peaked at $342K in Q3 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Verus Capital Partners reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Verus Capital Partners sold 16,295 Franklin Resources shares in Q2 2025, an estimated $314K.
  • Verus Capital Partners first reported a position in Franklin Resources in Q2 2024 and held it in 4 quarters.
  • Verus Capital Partners's Franklin Resources position peaked at $342K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Verus Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.