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Voleon Capital Management’s Franklin Resources BEN Stock Holding History

Voleon Capital 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
Q1 		– Sell
-11,628
Closed -$236K – 334
2024
Q4 		$236K Buy
+11,628
New +$245K 0.02% 305

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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

Voleon Capital Management's BEN Position: Q1 2025 in Review

Voleon Capital Management sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 11,628 shares — an estimated $236K sold.

Voleon Capital Management first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Voleon Capital Management reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Voleon Capital Management sold 11,628 Franklin Resources shares in Q1 2025, an estimated $236K.
  • Voleon Capital Management first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
  • Voleon Capital Management's Franklin Resources position peaked at $236K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Voleon Capital Management's 13F filing for Q1 2025, filed 16 May 2025.