WANY
BEN icon

Wealthspire Advisors (New York)’s Franklin Resources BEN Stock Holding History

Wealthspire Advisors (New York)’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
-1,591
Closed -$36.8K – 1225
2025
Q3 		$36.8K Buy
+1,591
New +$39.3K ﹤0.01% 1361
2021
Q2 		– Sell
-8,231
Closed -$244K – 400
2021
Q1 		$244K Buy
+8,231
New +$225K 0.01% 618
2019
Q1 		– Sell
-195
Closed -$6K – 132
2018
Q4 		$6K Buy
+195
New +$6K ﹤0.01% 604

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
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

Wealthspire Advisors (New York)'s BEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 1,591 shares — an estimated $36.8K sold.

Wealthspire Advisors (New York) first reported a position in BEN in Q4 2018 and held it in 3 quarters. The position peaked at $244K in Q1 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,591 Franklin Resources shares in Q4 2025, an estimated $36.8K.
  • Wealthspire Advisors (New York) first reported a position in Franklin Resources in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Franklin Resources position peaked at $244K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.