Cetera Investment Advisers’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 | $3.01M | Sell |
127,630
-24,000
| -16% | -$618K | ﹤0.01% | 1898 |
|
|
2025
Q4 | $3.62M | Buy |
151,630
+9,687
| +7% | +$222K | ﹤0.01% | 1698 |
|
|
2025
Q3 | $3.28M | Buy |
141,943
+23,742
| +20% | +$587K | ﹤0.01% | 1742 |
|
|
2025
Q2 | $2.82M | Buy |
118,201
+16,112
| +16% | +$332K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $1.97M | Buy |
102,089
+13,578
| +15% | +$272K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $1.8M | Sell |
88,511
-166,976
| -65% | -$3.52M | ﹤0.01% | 1737 |
|
|
2024
Q3 | $5.15M | Sell |
255,487
-16,940
| -6% | -$365K | 0.01% | 982 |
|
|
2024
Q2 | $6.09M | Sell |
272,427
-10,538
| -4% | -$254K | 0.01% | 899 |
|
|
2024
Q1 | $7.95M | Buy |
282,965
+33,005
| +13% | +$909K | 0.02% | 761 |
|
|
2023
Q4 | $7.45M | Sell |
249,960
-20,978
| -8% | -$522K | 0.06% | 311 |
|
|
2023
Q3 | $6.66M | Sell |
270,938
-3,409
| -1% | -$92.2K | 0.06% | 328 |
|
|
2023
Q2 | $7.33M | Sell |
274,347
-7,844
| -3% | -$203K | 0.06% | 294 |
|
|
2023
Q1 | $7.6M | Buy |
282,191
+1,651
| +0.6% | +$48.2K | 0.07% | 273 |
|
|
2022
Q4 | $7.4M | Sell |
280,540
-167
| -0.1% | -$4.15K | 0.07% | 274 |
|
|
2022
Q3 | $6.04M | Sell |
280,707
-14,592
| -5% | -$375K | 0.12% | 178 |
|
|
2022
Q2 | $6.88M | Buy |
295,299
+6,741
| +2% | +$172K | 0.11% | 194 |
|
|
2022
Q1 | $8.06M | Buy |
288,558
+1,524
| +0.5% | +$46.5K | 0.12% | 187 |
|
|
2021
Q4 | $9.61M | Buy |
287,034
+1,087
| +0.4% | +$35.8K | 0.14% | 158 |
|
|
2021
Q3 | $8.5M | Sell |
285,947
-2,155
| -0.7% | -$67.2K | 0.14% | 165 |
|
|
2021
Q2 | $9.22M | Sell |
288,102
-9,848
| -3% | -$319K | 0.15% | 155 |
|
|
2021
Q1 | $8.82M | Sell |
297,950
-12,811
| -4% | -$350K | 0.17% | 124 |
|
|
2020
Q4 | $7.77M | Buy |
+310,761
| New | +$6.94M | 0.15% | 146 |
|
Other funds holding BEN
PCOC
VCM
VPM
