Y-Intercept (HK)’s Franklin Resources BEN Stock Holding History

Y-Intercept (HK)’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
2026 Q2	–	Sell	-264,778	Closed	-$6.25M	–	1723
2026 Q1	$6.25M	Buy	+264,778	New	+$6.81M	0.12%	248
2025 Q4	–	Sell	-165,164	Closed	-$3.82M	–	1547
2025 Q3	$3.82M	Buy	165,164 +16,378	+11%	+$405K	0.09%	309
2025 Q2	$3.55M	Buy	+148,786	New	+$3.07M	0.09%	352
2024 Q4	–	Sell	-81,410	Closed	-$1.64M	–	1192
2024 Q3	$1.64M	Sell	81,410 -71,821	-47%	-$1.55M	0.1%	266
2024 Q2	$3.42M	Buy	+153,231	New	+$3.69M	0.19%	115
2023 Q4	–	Sell	-54,070	Closed	-$1.33M	–	1236
2023 Q3	$1.33M	Buy	+54,070	New	+$1.46M	0.13%	234
2023 Q2	–	Sell	-58,483	Closed	-$1.58M	–	1277
2023 Q1	$1.58M	Buy	+58,483	New	+$1.71M	0.18%	142
2021 Q3	–	Sell	-20,897	Closed	-$668K	–	651
2021 Q2	$668K	Buy	+20,897	New	+$677K	0.17%	193
2021 Q1	–	Sell	-21,182	Closed	-$525K	–	626
2020 Q4	$525K	Buy	+21,182	New	+$473K	0.22%	137

Other funds holding BEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return