KB Financial Partners’s Franklin Resources BEN Stock Holding History

KB Financial Partners’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$320K	Buy	13,036 +30	+0.2%	+$811	0.09%	141
2023 Q2	$347K	Buy	13,006 +12,830	+7,290%	+$332K	0.1%	136
2023 Q1	$5K	Hold	176	–	–	﹤0.01%	419
2022 Q4	$5K	Hold	176	–	–	﹤0.01%	417
2022 Q3	$4K	Hold	176	–	–	﹤0.01%	428
2022 Q2	$4K	Sell	176 -10,414	-98%	-$266K	﹤0.01%	428
2022 Q1	$296K	Buy	10,590 +1,491	+16%	+$45.5K	0.08%	140
2021 Q4	$305K	Sell	9,099 -1,209	-12%	-$39.8K	0.09%	131
2021 Q3	$306K	Buy	10,308 +1,951	+23%	+$60.9K	0.11%	114
2021 Q2	$267K	Buy	8,357 +1,189	+17%	+$38.5K	0.1%	120
2021 Q1	$212K	Buy	+7,168	New	+$196K	0.09%	132

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KB Financial Partners's BEN Position: Q3 2023 in Review

KB Financial Partners increased its Franklin Resources (BEN) stake by 0.23% in Q3 2023, buying an estimated $811 and bringing the position to 13,036 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #141.

KB Financial Partners first reported a position in BEN in Q1 2021 and has held it in 11 quarters since. The position peaked at $347K in Q2 2023. 535 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

KB Financial Partners held 13,036 shares of Franklin Resources worth $320K as of Q3 2023.
KB Financial Partners bought 30 Franklin Resources shares in Q3 2023, an estimated $811.
Franklin Resources made up 0.09% of KB Financial Partners's portfolio in Q3 2023, its #141 holding.
KB Financial Partners first reported a position in Franklin Resources in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Franklin Resources position peaked at $347K in Q2 2023.
535 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.