Annis Gardner Whiting Capital Advisors’s Franklin Resources BEN Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BEN Stock Details BEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$284K	Buy
2025 Q3	–	Sell
2025 Q2	$191	Buy
2025 Q1	–	Sell
2024 Q4	$163	Buy
2024 Q3	–	Sell
2024 Q2	$179	Hold
2024 Q1	$228	Sell
2023 Q4	$2.21K	Buy
2023 Q3	$1.07K	Buy