Jones Financial Companies’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 | $645K | Buy |
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|
2025
Q4 | $469K | Buy |
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|
2025
Q3 | $390K | Buy |
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|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $59.6K | Buy |
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|
2024
Q3 | $37.2K | Buy |
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|
2024
Q2 | $2.55K | Buy |
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|
2024
Q1 | $2.87K | Sell |
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|
2023
Q4 | $6.08K | Hold |
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|
2023
Q3 | $5.01K | Hold |
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|
2023
Q2 | $5.45K | Sell |
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|
2023
Q1 | $5.52K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $68K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $15K | Hold |
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|
2013
Q2 | $13K | Buy |
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