Empirical Finance’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
$256K Buy
10,717
+76
+0.7% +$1.81K 0.01% 487
2025
Q1
$205K Buy
+10,641
New +$205K 0.01% 501
2024
Q3
Sell
-9,590
Closed -$214K 503
2024
Q2
$214K Sell
9,590
-574
-6% -$12.8K 0.01% 498
2024
Q1
$286K Buy
10,164
+342
+3% +$9.61K 0.02% 494
2023
Q4
$293K Buy
9,822
+522
+6% +$15.6K 0.02% 485
2023
Q3
$229K Buy
9,300
+1,004
+12% +$24.7K 0.02% 503
2023
Q2
$222K Buy
+8,296
New +$222K 0.02% 497
2017
Q1
Sell
-278
Closed -$12K 140
2016
Q4
$12K Buy
+278
New +$12K 0.01% 331