Foundation Resource Management’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
Q3 | $13.5M | Buy |
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|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $11.1M | Buy |
|
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $11.8M | Buy |
|
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $16.4M | Buy |
|
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|
2023
Q4 | $17.1M | Buy |
|
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|
2023
Q3 | $13.8M | Sell |
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|
2023
Q2 | $15.1M | Buy |
|
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|
2023
Q1 | $14.7M | Buy |
|
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $11.5M | Buy |
|
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|
2022
Q2 | $12.1M | Buy |
|
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $14.5M | Buy |
|
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|
2021
Q1 | $13.4M | Buy |
|
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|
2020
Q4 | $11M | Buy |
|
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|
2020
Q3 | $8.6M | Buy |
|
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|
2020
Q2 | $8.81M | Sell |
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|
2020
Q1 | $7.14M | Buy |
|
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $14.5M | Buy |
|
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|
2019
Q2 | $17M | Sell |
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|
2019
Q1 | $16.3M | Sell |
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|
2018
Q4 | $15.3M | Buy |
|
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|
2018
Q3 | $6.46M | Buy |
|
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|
2018
Q2 | $6.78M | Buy |
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