Cambria Investment 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
2026 Q1	$8.92M	Buy	377,610 +15,503	+4%	+$399K	0.5%	116
2025 Q4	$8.65M	Buy	+362,107	New	+$8.31M	0.5%	65
2020 Q4	–	Sell	-24,297	Closed	-$494K	–	187
2020 Q3	$494K	Buy	24,297 +623	+3%	+$13.1K	0.18%	123
2020 Q2	$496K	Sell	23,674 -4,984	-17%	-$94K	0.18%	114
2020 Q1	$478K	Sell	28,658 -6,853	-19%	-$157K	0.18%	115
2019 Q4	$923K	Buy	35,511 +1,869	+6%	+$50.8K	0.24%	141
2019 Q3	$971K	Sell	33,642 -967	-3%	-$29.6K	0.15%	167
2019 Q2	$1.2M	Buy	34,609 +3,608	+12%	+$123K	0.19%	126
2019 Q1	$1.03M	Sell	31,001 -1,524	-5%	-$48.1K	0.16%	147
2018 Q4	$965K	Buy	+32,525	New	+$1M	0.16%	146
2017 Q3	–	Sell	-20,016	Closed	-$897K	–	213
2017 Q2	$897K	Buy	+20,016	New	+$855K	0.19%	156