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Wilmington Savings Fund Society’s Franklin Resources BEN Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-4,530
Closed -$108K – 1451
2025
Q2 		$108K Sell
4,530
-1,410
-24% -$29.1K ﹤0.01% 997
2025
Q1 		$114K Sell
5,940
-239
-4% -$4.79K ﹤0.01% 958
2024
Q4 		$125K Buy
6,179
+341
+6% +$7.18K ﹤0.01% 971
2024
Q3 		$118K Buy
+5,838
New +$126K ﹤0.01% 980

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Savings Fund Society's BEN Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Franklin Resources (BEN) in Q3 2025, closing a stake of 4,530 shares — an estimated $108K sold.

Wilmington Savings Fund Society first reported a position in BEN in Q3 2024 and held it in 4 quarters. The position peaked at $125K in Q4 2024. 590 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Franklin Resources position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 4,530 Franklin Resources shares in Q3 2025, an estimated $108K.
  • Wilmington Savings Fund Society first reported a position in Franklin Resources in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Franklin Resources position peaked at $125K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.