Kingsview Wealth Management’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
Q3 | $436K | Sell |
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|
2025
Q2 | $659K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $497K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $740K | Buy |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Buy |
|