Blackhawk Capital Partners’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
102,812
-22,205
-18% -$530K 1.13% 26
2025
Q1
$2.41M Sell
125,017
-3,478
-3% -$67K 1.24% 23
2024
Q4
$2.61M Buy
128,495
+5,529
+4% +$112K 1.35% 20
2024
Q3
$2.48M Buy
122,966
+36,626
+42% +$738K 1.32% 23
2024
Q2
$1.93M Buy
+86,340
New +$1.93M 1.16% 28
2022
Q3
Sell
-102,048
Closed -$2.38M 66
2022
Q2
$2.38M Buy
102,048
+34,396
+51% +$802K 1.86% 16
2022
Q1
$1.89M Buy
67,652
+14,433
+27% +$403K 1.28% 24
2021
Q4
$1.78M Sell
53,219
-302
-0.6% -$10.1K 1.08% 38
2021
Q3
$1.59M Buy
53,521
+1,888
+4% +$56.1K 1.01% 32
2021
Q2
$1.53M Sell
51,633
-4,695
-8% -$139K 1.04% 39
2021
Q1
$1.41M Sell
56,328
-2,374
-4% -$59.3K 1.06% 31
2020
Q4
$1.2M Sell
58,702
-1,163
-2% -$23.7K 1.02% 34
2020
Q3
$1.26M Buy
+59,865
New +$1.26M 1.14% 34
2018
Q3
Sell
-13,647
Closed -$437K 95
2018
Q2
$437K Buy
13,647
+5,209
+62% +$167K 0.5% 56
2018
Q1
$293K Buy
+8,438
New +$293K 0.25% 78