Farmers & Merchants Trust Company’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
$640K Buy
26,847
+383
+1% +$9.14K 0.14% 117
2025
Q1
$509K Hold
26,464
0.13% 120
2024
Q4
$537K Hold
26,464
0.13% 116
2024
Q3
$533K Hold
26,464
0.13% 112
2024
Q2
$591K Hold
26,464
0.15% 102
2024
Q1
$744K Hold
26,464
0.18% 96
2023
Q4
$788K Hold
26,464
0.21% 85
2023
Q3
$650K Hold
26,464
0.19% 87
2023
Q2
$707K Hold
26,464
0.19% 86
2023
Q1
$713K Buy
26,464
+15,164
+134% +$409K 0.2% 87
2022
Q4
$298K Buy
+11,300
New +$298K 0.08% 126