Mackenzie 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 | $9.73M | Buy |
411,805
+249,365
| +154% | +$6.42M | 0.01% | 527 |
|
|
2025
Q4 | $3.87M | Buy |
162,440
+21,893
| +16% | +$503K | ﹤0.01% | 702 |
|
|
2025
Q3 | $3.25M | Buy |
140,547
+130,502
| +1,299% | +$3.23M | ﹤0.01% | 710 |
|
|
2025
Q2 | $240K | Buy |
+10,045
| New | +$207K | ﹤0.01% | 1479 |
|
|
2024
Q4 | – | Sell |
-11,184
| Closed | -$225K | – | 1704 |
|
|
2024
Q3 | $225K | Sell |
11,184
-24,524
| -69% | -$528K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $798K | Buy |
35,708
+3,263
| +10% | +$78.6K | ﹤0.01% | 908 |
|
|
2024
Q1 | $912K | Sell |
32,445
-6,545
| -17% | -$180K | ﹤0.01% | 894 |
|
|
2023
Q4 | $1.16M | Buy |
38,990
+654
| +2% | +$16.3K | ﹤0.01% | 839 |
|
|
2023
Q3 | $895K | Buy |
38,336
+4,202
| +12% | +$114K | ﹤0.01% | 873 |
|
|
2023
Q2 | $918K | Buy |
34,134
+4,726
| +16% | +$122K | ﹤0.01% | 877 |
|
|
2023
Q1 | $792K | Buy |
29,408
+1,567
| +6% | +$45.8K | ﹤0.01% | 905 |
|
|
2022
Q4 | $734K | Buy |
27,841
+1,255
| +5% | +$31.2K | ﹤0.01% | 827 |
|
|
2022
Q3 | $572K | Sell |
26,586
-5,671
| -18% | -$146K | ﹤0.01% | 904 |
|
|
2022
Q2 | $752K | Buy |
32,257
+9,741
| +43% | +$249K | ﹤0.01% | 876 |
|
|
2022
Q1 | $629K | Buy |
+22,516
| New | +$688K | ﹤0.01% | 957 |
|
|
2016
Q1 | – | Sell |
-14,042
| Closed | -$517K | – | 803 |
|
|
2015
Q4 | $517K | Hold |
14,042
| – | – | ﹤0.01% | 659 |
|
|
2015
Q3 | $523K | Sell |
14,042
-2,768
| -16% | -$120K | ﹤0.01% | 658 |
|
|
2015
Q2 | $824K | Sell |
16,810
-971
| -5% | -$49.8K | ﹤0.01% | 588 |
|
|
2015
Q1 | $913K | Buy |
17,781
+503
| +3% | +$26.7K | ﹤0.01% | 567 |
|
|
2014
Q4 | $957K | Buy |
17,278
+893
| +5% | +$49.3K | ﹤0.01% | 544 |
|
|
2014
Q3 | $895K | Buy |
16,385
+1,135
| +7% | +$63.6K | ﹤0.01% | 526 |
|
|
2014
Q2 | $882K | Buy |
15,250
+993
| +7% | +$54.3K | ﹤0.01% | 531 |
|
|
2014
Q1 | $772K | Buy |
14,257
+1,328
| +10% | +$71.5K | ﹤0.01% | 547 |
|
|
2013
Q4 | $746K | Sell |
12,929
-61,004
| -83% | -$3.29M | ﹤0.01% | 546 |
|
|
2013
Q3 | $3.74M | Buy |
73,933
+63,001
| +576% | +$3.04M | 0.02% | 325 |
|
|
2013
Q2 | $496K | Buy |
+10,932
| New | +$557K | ﹤0.01% | 582 |
|
Other funds holding BEN
PCOC
VCM
VPM
