Wolverine Trading

Wolverine Trading’s Franklin Resources BEN Stock Holding History

Wolverine Trading’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	$356K	Sell	15,250 -3,669	-19%	-$90.7K	﹤0.01%	4128
2025 Q2	$451K	Sell	18,919 -32,565	-63%	-$671K	﹤0.01%	3059
2025 Q1	$993K	Buy	51,484 +26,091	+103%	+$523K	﹤0.01%	2235
2024 Q4	$511K	Buy	25,393 +13,950	+122%	+$294K	﹤0.01%	3374
2024 Q3	$238K	Buy	+11,443	New	+$247K	﹤0.01%	3879
2024 Q2	–	Sell	-12,575	Closed	-$303K	–	4483
2024 Q1	$353K	Sell	12,575 -1,836	-13%	-$50.6K	﹤0.01%	3186
2023 Q4	$429K	Buy	+14,411	New	+$359K	﹤0.01%	3112
2021 Q4	–	Sell	-7,270	Closed	-$221K	–	5848
2021 Q3	$221K	Sell	7,270 -12,452	-63%	-$388K	﹤0.01%	5185
2021 Q2	$630K	Buy	19,722 +7,858	+66%	+$255K	﹤0.01%	3362
2021 Q1	$348K	Buy	+11,864	New	+$324K	﹤0.01%	4255
2020 Q4	–	Sell	-19,518	Closed	-$391K	–	4794
2020 Q3	$391K	Buy	+19,518	New	+$410K	﹤0.01%	3077
2020 Q1	–	Sell	-99,878	Closed	-$2.29M	–	4618
2019 Q4	$2.58M	Buy	+99,878	New	+$2.71M	0.01%	1627
2018 Q1	–	Sell	-22,843	Closed	-$929K	–	5096
2017 Q4	$990K	Buy	+22,843	New	+$989K	﹤0.01%	2214
2017 Q2	–	Sell	-7,975	Closed	-$341K	–	4266
2017 Q1	$337K	Sell	7,975 -5,481	-41%	-$227K	﹤0.01%	2880
2016 Q4	$533K	Buy	+13,456	New	+$504K	﹤0.01%	2547

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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 New York $871B AUM 31.28% 1-Year Est. Return