Wolff Wiese Magana’s Franklin Resources BEN Stock Holding History

Wolff Wiese Magana’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	-25	Closed	-$508	–	998
2024 Q4	$508	Buy	+25	New	+$527	﹤0.01%	881
2024 Q3	–	Sell	-20	Closed	-$447	–	991
2024 Q2	$447	Buy	+20	New	+$482	﹤0.01%	714
2022 Q4	–	Sell	-10	Closed	–	–	798
2022 Q3	$0	Hold	10	–	–	﹤0.01%	827
2022 Q2	$0	Buy	+10	New	+$256	﹤0.01%	844

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wolff Wiese Magana's BEN Position: Q1 2025 in Review

Wolff Wiese Magana sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 25 shares — an estimated $508 sold.

Wolff Wiese Magana first reported a position in BEN in Q2 2022 and held it in 4 quarters. The position peaked at $508 in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

Wolff Wiese Magana reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 25 Franklin Resources shares in Q1 2025, an estimated $508.
Wolff Wiese Magana first reported a position in Franklin Resources in Q2 2022 and held it in 4 quarters.
Wolff Wiese Magana's Franklin Resources position peaked at $508 in Q4 2024.
562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.