Focus Partners Wealth
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Focus Partners Wealth’s Franklin Resources BEN Stock Holding History

Focus Partners Wealth’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,130
Closed -$214K – 2030
2025
Q1 		$214K Sell
11,130
-12,956
-54% -$249K ﹤0.01% 1712
2024
Q4 		$489K Buy
24,086
+12,591
+110% +$255K ﹤0.01% 1323
2024
Q3 		$232K Buy
+11,495
New +$232K ﹤0.01% 1390