Frank Rimerman Advisors’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
$345K Sell
14,485
-7,678
-35% -$183K 0.02% 417
2025
Q1
$427K Sell
22,163
-5,667
-20% -$109K 0.03% 349
2024
Q4
$565K Buy
+27,830
New +$565K 0.04% 279