LPL Financial’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 | $8.46M | Sell |
358,068
-20,866
| -6% | -$537K | ﹤0.01% | 2138 |
|
|
2025
Q4 | $9.05M | Sell |
378,934
-122,359
| -24% | -$2.81M | ﹤0.01% | 2024 |
|
|
2025
Q3 | $11.6M | Sell |
501,293
-1,472,132
| -75% | -$36.4M | ﹤0.01% | 1735 |
|
|
2025
Q2 | $47.1M | Buy |
1,973,425
+84,265
| +4% | +$1.74M | 0.02% | 789 |
|
|
2025
Q1 | $36.4M | Buy |
1,889,160
+371,562
| +24% | +$7.45M | 0.01% | 838 |
|
|
2024
Q4 | $30.8M | Buy |
1,517,598
+658,977
| +77% | +$13.9M | 0.01% | 866 |
|
|
2024
Q3 | $17.3M | Buy |
858,621
+335,844
| +64% | +$7.24M | 0.01% | 1116 |
|
|
2024
Q2 | $11.7M | Buy |
522,777
+414,687
| +384% | +$9.99M | 0.01% | 1274 |
|
|
2024
Q1 | $3.04M | Buy |
108,090
+9,932
| +10% | +$274K | ﹤0.01% | 2171 |
|
|
2023
Q4 | $2.92M | Sell |
98,158
-2,151
| -2% | -$53.5K | ﹤0.01% | 2097 |
|
|
2023
Q3 | $2.47M | Sell |
100,309
-15,710
| -14% | -$425K | ﹤0.01% | 2135 |
|
|
2023
Q2 | $3.1M | Buy |
116,019
+6,543
| +6% | +$169K | ﹤0.01% | 1891 |
|
|
2023
Q1 | $2.95M | Buy |
109,476
+28,627
| +35% | +$836K | ﹤0.01% | 1851 |
|
|
2022
Q4 | $2.13M | Buy |
80,849
+2,405
| +3% | +$59.7K | ﹤0.01% | 2026 |
|
|
2022
Q3 | $1.69M | Sell |
78,444
-9,471
| -11% | -$243K | ﹤0.01% | 2107 |
|
|
2022
Q2 | $2.05M | Buy |
87,915
+10,809
| +14% | +$276K | ﹤0.01% | 2012 |
|
|
2022
Q1 | $2.15M | Sell |
77,106
-13,305
| -15% | -$406K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $3.03M | Sell |
90,411
-14,931
| -14% | -$491K | ﹤0.01% | 1777 |
|
|
2021
Q3 | $3.13M | Buy |
105,342
+7,649
| +8% | +$239K | ﹤0.01% | 1711 |
|
|
2021
Q2 | $3.13M | Buy |
97,693
+19,197
| +24% | +$622K | ﹤0.01% | 1659 |
|
|
2021
Q1 | $2.32M | Buy |
78,496
+4,548
| +6% | +$124K | ﹤0.01% | 1736 |
|
|
2020
Q4 | $1.85M | Buy |
73,948
+17,671
| +31% | +$395K | ﹤0.01% | 1721 |
|
|
2020
Q3 | $1.15M | Buy |
56,277
+8,377
| +17% | +$176K | ﹤0.01% | 1835 |
|
|
2020
Q2 | $1M | Buy |
47,900
+24,066
| +101% | +$454K | ﹤0.01% | 1819 |
|
|
2020
Q1 | $398K | Buy |
23,834
+1,274
| +6% | +$29.2K | ﹤0.01% | 2255 |
|
|
2019
Q4 | $586K | Sell |
22,560
-53,490
| -70% | -$1.45M | ﹤0.01% | 2234 |
|
|
2019
Q3 | $2.19M | Sell |
76,050
-12,306
| -14% | -$376K | ﹤0.01% | 1200 |
|
|
2019
Q2 | $3.08M | Buy |
88,356
+15,763
| +22% | +$536K | 0.01% | 1007 |
|
|
2019
Q1 | $2.41M | Buy |
72,593
+16,825
| +30% | +$531K | 0.01% | 1097 |
|
|
2018
Q4 | $1.65M | Buy |
55,768
+11,210
| +25% | +$345K | ﹤0.01% | 1182 |
|
|
2018
Q3 | $1.35M | Buy |
44,558
+24,942
| +127% | +$804K | ﹤0.01% | 1451 |
|
|
2018
Q2 | $629K | Sell |
19,616
-14,230
| -42% | -$477K | ﹤0.01% | 1989 |
|
|
2018
Q1 | $1.17M | Buy |
33,846
+18,429
| +120% | +$749K | ﹤0.01% | 1488 |
|
|
2017
Q4 | $668K | Buy |
15,417
+1,311
| +9% | +$56.8K | ﹤0.01% | 1807 |
|
|
2017
Q3 | $628K | Sell |
14,106
-21,670
| -61% | -$950K | ﹤0.01% | 1770 |
|
|
2017
Q2 | $1.6M | Buy |
+35,776
| New | +$1.53M | 0.01% | 1071 |
|
|
2016
Q2 | – | Sell |
-32,959
| Closed | -$1.27M | – | 2650 |
|
|
2016
Q1 | $1.27M | Buy |
32,959
+8,169
| +33% | +$289K | ﹤0.01% | 1498 |
|
|
2015
Q4 | $895K | Sell |
24,790
-8,085
| -25% | -$316K | ﹤0.01% | 1767 |
|
|
2015
Q3 | $1.27M | Sell |
32,875
-638
| -2% | -$27.6K | 0.01% | 1096 |
|
|
2015
Q2 | $1.64M | Sell |
33,513
-36,170
| -52% | -$1.86M | 0.01% | 1027 |
|
|
2015
Q1 | $3.58M | Buy |
69,683
+2,053
| +3% | +$109K | 0.02% | 654 |
|
|
2014
Q4 | $3.75M | Buy |
67,630
+2,390
| +4% | +$132K | 0.02% | 605 |
|
|
2014
Q3 | $3.53M | Buy |
65,240
+2,091
| +3% | +$117K | 0.02% | 597 |
|
|
2014
Q2 | $3.65M | Sell |
63,149
-2,266
| -3% | -$124K | 0.02% | 595 |
|
|
2014
Q1 | $3.54M | Buy |
65,415
+288
| +0.4% | +$15.5K | 0.02% | 565 |
|
|
2013
Q4 | $3.76M | Buy |
65,127
+3,041
| +5% | +$164K | 0.02% | 536 |
|
|
2013
Q3 | $3.19M | Buy |
62,086
+3,592
| +6% | +$173K | 0.02% | 571 |
|
|
2013
Q2 | $2.65M | Buy |
+58,494
| New | +$2.98M | 0.02% | 596 |
|
Other funds holding BEN
PCOC
VCM
VPM
