Kestra Investment 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
$3.28M Buy
153,723
+70,215
+84% +$1.5M 0.05% 126
2025
Q1
$1.61M Buy
83,508
+46,717
+127% +$899K 0.05% 116
2024
Q4
$746K Buy
36,791
+18,903
+106% +$384K 0.03% 176
2024
Q3
$360K Buy
+17,888
New +$360K 0.02% 245