Washington Trust’s Franklin Resources BEN Stock Holding History

Washington Trust’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	-1,200	Closed	-$23.1K	–	296
2025 Q1	$23.1K	Hold	1,200	–	–	﹤0.01%	514
2024 Q4	$24.3K	Hold	1,200	–	–	﹤0.01%	548
2024 Q3	$24.2K	Hold	1,200	–	–	﹤0.01%	555
2024 Q2	$26.8K	Hold	1,200	–	–	﹤0.01%	538
2024 Q1	$33.7K	Hold	1,200	–	–	﹤0.01%	501
2023 Q4	$35.7K	Hold	1,200	–	–	﹤0.01%	467
2023 Q3	$29.5K	Hold	1,200	–	–	﹤0.01%	466
2023 Q2	$32.1K	Hold	1,200	–	–	﹤0.01%	478
2023 Q1	$32.3K	Hold	1,200	–	–	﹤0.01%	486
2022 Q4	$31.7K	Hold	1,200	–	–	﹤0.01%	476
2022 Q3	$26K	Sell	1,200 -16	-1%	-$411	﹤0.01%	500
2022 Q2	$28K	Buy	1,216 +16	+1%	+$409	﹤0.01%	493
2022 Q1	$34K	Sell	1,200 -287	-19%	-$8.77K	﹤0.01%	488
2021 Q4	$50K	Sell	1,487 -18	-1%	-$592	﹤0.01%	439
2021 Q3	$45K	Hold	1,505	–	–	﹤0.01%	542
2021 Q2	$48K	Hold	1,505	–	–	﹤0.01%	527
2021 Q1	$45K	Hold	1,505	–	–	﹤0.01%	515
2020 Q4	$38K	Hold	1,505	–	–	﹤0.01%	543
2020 Q3	$30K	Hold	1,505	–	–	﹤0.01%	537
2020 Q2	$31K	Hold	1,505	–	–	﹤0.01%	472
2020 Q1	$25K	Buy	+1,505	New	+$34.5K	﹤0.01%	504
2018 Q3	–	Sell	-1,200	Closed	-$38K	–	285
2018 Q2	$38K	Buy	+1,200	New	+$40.2K	﹤0.01%	460

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

Washington Trust's BEN Position: Q2 2025 in Review

Washington Trust sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 1,200 shares — an estimated $23.1K sold.

Washington Trust first reported a position in BEN in Q2 2018 and held it in 22 quarters. The position peaked at $50K in Q4 2021. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Washington Trust reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,200 Franklin Resources shares in Q2 2025, an estimated $23.1K.
Washington Trust first reported a position in Franklin Resources in Q2 2018 and held it in 22 quarters.
Washington Trust's Franklin Resources position peaked at $50K in Q4 2021.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.