Greenwich Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.39M | Sell |
143,436
-148,880
| -51% | -$3.83M | 0.14% | 87 |
|
|
2025
Q4 | $6.98M | Buy |
292,316
+1,066
| +0.4% | +$24.5K | 0.31% | 47 |
|
|
2025
Q3 | $6.74M | Sell |
291,250
-309,202
| -51% | -$7.64M | 0.34% | 44 |
|
|
2025
Q2 | $14.3M | Buy |
600,452
+33
| +0% | +$680 | 0.7% | 23 |
|
|
2025
Q1 | $11.6M | Sell |
600,419
-1,627
| -0.3% | -$32.6K | 0.87% | 17 |
|
|
2024
Q4 | $12.2M | Buy |
602,046
+776
| +0.1% | +$16.3K | 0.86% | 18 |
|
|
2024
Q3 | $12.1M | Buy |
601,270
+1,353
| +0.2% | +$29.2K | 0.82% | 16 |
|
|
2024
Q2 | $13.4M | Buy |
599,917
+309
| +0.1% | +$7.44K | 0.98% | 13 |
|
|
2024
Q1 | $16.9M | Buy |
599,608
+712
| +0.1% | +$19.6K | 1.34% | 9 |
|
|
2023
Q4 | $17.8M | Buy |
598,896
+8
| +0% | +$199 | 1.76% | 8 |
|
|
2023
Q3 | $14.7M | Sell |
598,888
-160
| -0% | -$4.33K | 1.56% | 8 |
|
|
2023
Q2 | $16M | Sell |
599,048
-505
| -0.1% | -$13.1K | 1.68% | 8 |
|
|
2023
Q1 | $16.2M | Sell |
599,553
-1,196
| -0.2% | -$34.9K | 1.76% | 7 |
|
|
2022
Q4 | $15.8M | Buy |
600,749
+252
| +0% | +$6.26K | 1.74% | 8 |
|
|
2022
Q3 | $12.9M | Sell |
600,497
-994
| -0.2% | -$25.5K | 1.38% | 8 |
|
|
2022
Q2 | $14M | Buy |
601,491
+1,082
| +0.2% | +$27.7K | 1.86% | 8 |
|
|
2022
Q1 | $16.8M | Sell |
600,409
-69
| -0% | -$2.11K | 1.71% | 8 |
|
|
2021
Q4 | $20.1M | Sell |
600,478
-143
| -0% | -$4.71K | 1.64% | 8 |
|
|
2021
Q3 | $17.9M | Buy |
600,621
+339
| +0.1% | +$10.6K | 1.49% | 8 |
|
|
2021
Q2 | $19.2M | Sell |
600,282
-229
| -0% | -$7.42K | 1.64% | 7 |
|
|
2021
Q1 | $17.8M | Sell |
600,511
-472
| -0.1% | -$12.9K | 1.42% | 8 |
|
|
2020
Q4 | $15M | Sell |
600,983
-337
| -0.1% | -$7.52K | 1.31% | 8 |
|
|
2020
Q3 | $12.2M | Sell |
601,320
-690
| -0.1% | -$14.5K | 2.19% | 9 |
|
|
2020
Q2 | $12.6M | Buy |
602,010
+421
| +0.1% | +$7.94K | 2.41% | 8 |
|
|
2020
Q1 | $10M | Buy |
601,589
+568,258
| +1,705% | +$13M | 2.15% | 9 |
|
|
2019
Q4 | $866K | Buy |
33,331
+706
| +2% | +$19.2K | 0.17% | 90 |
|
|
2019
Q3 | $942K | Sell |
32,625
-1,656
| -5% | -$50.6K | 0.18% | 88 |
|
|
2019
Q2 | $1.19M | Buy |
34,281
+1,927
| +6% | +$65.5K | 0.21% | 78 |
|
|
2019
Q1 | $1.07M | Sell |
32,354
-1,346
| -4% | -$42.5K | 0.19% | 80 |
|
|
2018
Q4 | $1M | Buy |
33,700
+835
| +3% | +$25.7K | 0.2% | 78 |
|
|
2018
Q3 | $999K | Sell |
32,865
-920
| -3% | -$29.6K | 0.17% | 83 |
|
|
2018
Q2 | $1.08M | Buy |
33,785
+852
| +3% | +$28.5K | 0.19% | 77 |
|
|
2018
Q1 | $1.14M | Buy |
32,933
+297
| +0.9% | +$12.1K | 0.18% | 74 |
|
|
2017
Q4 | $1.41M | Buy |
32,636
+56
| +0.2% | +$2.42K | 0.24% | 64 |
|
|
2017
Q3 | $1.45M | Sell |
32,580
-4,419
| -12% | -$194K | 0.25% | 62 |
|
|
2017
Q2 | $1.66M | Sell |
36,999
-225
| -0.6% | -$9.61K | 0.28% | 61 |
|
|
2017
Q1 | $1.57M | Buy |
37,224
+2,158
| +6% | +$89.5K | 0.21% | 61 |
|
|
2016
Q4 | $1.39M | Buy |
35,066
+31
| +0.1% | +$1.16K | 0.18% | 73 |
|
|
2016
Q3 | $1.25M | Hold |
35,035
| – | – | 0.22% | 75 |
|
|
2016
Q2 | $1.17M | Hold |
35,035
| – | – | 0.28% | 74 |
|
|
2016
Q1 | $1.37M | Sell |
35,035
-13,685
| -28% | -$484K | 0.35% | 63 |
|
|
2015
Q4 | $1.79M | Hold |
48,720
| – | – | 0.44% | 52 |
|
|
2015
Q3 | $1.81M | Sell |
48,720
-56,305
| -54% | -$2.44M | 0.44% | 63 |
|
|
2015
Q2 | $5.15M | Sell |
105,025
-75,011
| -42% | -$3.85M | 0.66% | 54 |
|
|
2015
Q1 | $9.24M | Sell |
180,036
-6
| -0% | -$318 | 1.05% | 36 |
|
|
2014
Q4 | $9.97M | Buy |
180,042
+27
| +0% | +$1.49K | 0.66% | 38 |
|
|
2014
Q3 | $9.83M | Buy |
180,015
+15
| +0% | +$840 | 0.66% | 36 |
|
|
2014
Q2 | $10.4M | Hold |
180,000
| – | – | 0.69% | 39 |
|
|
2014
Q1 | $9.75M | Hold |
180,000
| – | – | 0.68% | 41 |
|
|
2013
Q4 | $10.4M | Hold |
180,000
| – | – | 1.05% | 36 |
|
|
2013
Q3 | $9.1M | Hold |
180,000
| – | – | 0.65% | 40 |
|
|
2013
Q2 | $8.16M | Buy |
+180,000
| New | +$9.16M | 0.6% | 45 |
|
Other funds holding BEN
PCOC
VCM
VPM
