Wellington Management · BEN Holdings Trend
Franklin Resources · SEC 13F
Wellington Management Holdings of BEN by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 17K | $464,406 | — |
| 2024Q2 | 17K | $387,348 | -16.6% |
| 2024Q3 | 30K | $597,790 | +54.3% |
| 2024Q4 | 101K | $2M | +242.7% |
| 2025Q1 | 149K | $3M | +40.1% |
| 2025Q2 | 142K | $3M | +17.7% |
| 2025Q3 | 93K | $2M | -36.3% |
| 2025Q4 | 92K | $2M | +2.5% |
| 2026Q1 | 112K | $3M | +19.4% |
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Data source: SEC EDGAR Form 13F