Charles Schwab’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 | $77.2M | Buy |
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|
2025
Q1 | $60.8M | Buy |
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|
2024
Q4 | $62.9M | Buy |
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|
2024
Q3 | $60.4M | Buy |
|
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|
2024
Q2 | $46.3M | Buy |
|
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|
2024
Q1 | $56.4M | Buy |
|
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|
2023
Q4 | $56M | Buy |
|
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|
2023
Q3 | $45.2M | Buy |
|
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|
2023
Q2 | $48.8M | Sell |
|
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|
2023
Q1 | $49.3M | Sell |
|
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|
2022
Q4 | $166M | Buy |
|
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|
2022
Q3 | $121M | Buy |
|
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|
2022
Q2 | $120M | Buy |
|
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|
2022
Q1 | $135M | Buy |
|
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|
2021
Q4 | $150M | Buy |
|
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|
2021
Q3 | $127M | Buy |
|
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|
2021
Q2 | $125M | Buy |
|
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|
2021
Q1 | $105M | Sell |
|
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|
2020
Q4 | $94.3M | Buy |
|
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|
2020
Q3 | $75.9M | Buy |
|
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|
2020
Q2 | $73.4M | Buy |
|
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|
2020
Q1 | $44.7M | Buy |
|
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|
2019
Q4 | $64.7M | Buy |
|
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|
2019
Q3 | $71.9M | Buy |
|
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|
2019
Q2 | $86M | Buy |
|
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|
2019
Q1 | $79.4M | Buy |
|
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|
2018
Q4 | $41.8M | Buy |
|
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|
2018
Q3 | $42.2M | Buy |
|
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|
2018
Q2 | $42.9M | Buy |
|
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|
2018
Q1 | $46.2M | Sell |
|
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|
2017
Q4 | $59.3M | Buy |
|
|||||
|
2017
Q3 | $59.9M | Buy |
|
|||||
|
2017
Q2 | $60.2M | Buy |
|
|||||
|
2017
Q1 | $49.1M | Buy |
|
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|
2016
Q4 | $44.4M | Buy |
|
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|
2016
Q3 | $38.6M | Sell |
|
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|
2016
Q2 | $37.9M | Buy |
|
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|
2016
Q1 | $43.4M | Buy |
|
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|
2015
Q4 | $40M | Buy |
|
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|
2015
Q3 | $39.7M | Buy |
|
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|
2015
Q2 | $51M | Buy |
|
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|
2015
Q1 | $52.5M | Buy |
|
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|
2014
Q4 | $53M | Buy |
|
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|
2014
Q3 | $51.4M | Buy |
|
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|
2014
Q2 | $52.3M | Buy |
|
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|
2014
Q1 | $48.3M | Buy |
|
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|
2013
Q4 | $49.9M | Buy |
|
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|
2013
Q3 | $42.8M | Buy |
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|
2013
Q2 | $37.7M | Buy |
|