Burke & Herbert Bank & Trust’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
$264K Hold
11,050
0.06% 208
2025
Q1
$213K Hold
11,050
0.05% 219
2024
Q4
$224K Hold
11,050
0.05% 212
2024
Q3
$223K Sell
11,050
-3,310
-23% -$66.7K 0.05% 217
2024
Q2
$321K Buy
+14,360
New +$321K 0.08% 185