BEN Franklin Res Inc COM

Ownership history in CAPITAL FUND MANAGEMENT S.A.  ·  71 quarters on record

AI Ownership Summary

CAPITAL FUND MANAGEMENT S.A. reported Franklin Res Inc COM (BEN) in 71 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows BEN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL FUND MANAGEMENT S.A.'s position in Franklin Res Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL FUND MANAGEMENT S.A. held BEN — position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 17 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,100 -23,900 -36.8% 0.00% $982K 2026-02-14 (Est.) $26.64
2025 Q4 ADDED 65,000 +53,228 +452.2% 0.00% $1.6M 2026-02-14 (Est.) $26.64
2025 Q3 REDUCED 11,772 -34,628 -74.6% 0.00% $272K 2025-11-13 $21.67
2025 Q3 REDUCED 46,400 -42,800 -48.0% 0.00% $1.1M 2025-11-13 $21.67
2025 Q3 ADDED 89,200 +47,800 +115.5% 0.01% $2.1M 2025-11-13 $21.67
2025 Q2 ADDED 41,400 +6,400 +18.3% 0.00% $987K 2025-08-13 $24.96
2025 Q2 ADDED 35,000 +17,200 +96.6% 0.00% $835K 2025-08-13 $24.96
2025 Q1 REDUCED 17,800 -18,500 -51.0% 0.00% $343K 2025-05-14 $20.82
2025 Q1 REDUCED 36,300 -31,700 -46.6% 0.00% $699K 2025-05-14 $20.82
2024 Q4 ADDED 68,000 +53,200 +359.5% 0.00% $1.4M 2025-02-13 $18.83
2024 Q4 REDUCED 14,800 -169,614 -92.0% 0.00% $300K 2025-02-13 $18.83
2024 Q4 ADDED 184,414 +135,214 +274.8% 0.01% $3.7M 2025-02-13 $18.83
2024 Q3 ADDED 49,200 +33,200 +207.5% 0.00% $991K 2024-11-13 $19.71
2024 Q3 REDUCED 16,000 -355,532 -95.7% 0.00% $322K 2024-11-13 $19.71
2024 Q2 ADDED 371,532 +331,769 +834.4% 0.02% $8.3M 2024-08-13 $19.73
2024 Q1 ADDED 39,763 +24,863 +166.9% 0.00% $1.1M 2024-05-15 $21.81
2023 Q4 ADDED 14,900 +3,100 +26.3% 0.00% $444K 2024-02-14 $23.54
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL FUND MANAGEMENT S.A. and BEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL FUND MANAGEMENT S.A. reported owning BEN?

CAPITAL FUND MANAGEMENT S.A. reported BEN across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BEN position in CAPITAL FUND MANAGEMENT S.A.'s portfolio?

The largest reported portfolio weight for BEN was 0.02% in 2024 Q2.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL FUND MANAGEMENT S.A. reported 41,100 shares, equal to 0.00% of portfolio, with an estimated market value of $982K.

What does the chart on this BEN ownership page compare?

The chart compares CAPITAL FUND MANAGEMENT S.A.'s quarterly BEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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