IEQ Capital’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
Q1
Sell
2024
Q4
$3.02M Buy
2024
Q3
$1.11M Buy
2024
Q2
$321K Sell
2024
Q1
$410K Buy
2023
Q4
$420K Buy
2023
Q3
$296K Buy
2023
Q2
$250K Sell
2023
Q1
$273K Buy
2022
Q4
Sell
2022
Q3
$201K Buy