Hemington Wealth Management’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
$11K Buy
494
+302
+157% +$6.73K ﹤0.01% 804
2025
Q1
$3K Buy
192
+53
+38% +$828 ﹤0.01% 1167
2024
Q4
$2K Buy
139
+17
+14% +$245 ﹤0.01% 1232
2024
Q3
$2K Buy
+122
New +$2K ﹤0.01% 1141