Aquatic Capital Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.49M Sell
2024
Q4
$4.27M Sell
2024
Q3
$4.67M Buy
2024
Q2
$2.93M Buy
2024
Q1
$2.93M Buy
2023
Q4
$605K Buy
2023
Q3
$88K Buy
2022
Q1
Sell
2021
Q4
$74K Buy