Maltese Capital 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 | $3.17M | Sell |
133,097
-43,903
| -25% | -$1.05M | 0.45% | 76 |
|
|
2025
Q1 | $3.41M | Buy |
177,000
+87,000
| +97% | +$1.67M | 0.55% | 62 |
|
|
2024
Q4 | $1.83M | Buy |
+90,000
| New | +$1.83M | 0.28% | 88 |
|
|
2024
Q3 | – | Sell |
-30,000
| Closed | -$671K | – | 103 |
|
|
2024
Q2 | $671K | Buy |
30,000
+10,000
| +50% | +$224K | 0.12% | 86 |
|
|
2024
Q1 | $562K | Buy |
+20,000
| New | +$562K | 0.11% | 84 |
|
|
2015
Q3 | – | Sell |
-43,200
| Closed | -$2.12M | – | 213 |
|
|
2015
Q2 | $2.12M | Buy |
+43,200
| New | +$2.12M | 0.24% | 125 |
|
|
2015
Q1 | – | Sell |
-12,700
| Closed | -$703K | – | 207 |
|
|
2014
Q4 | $703K | Hold |
12,700
| – | – | 0.08% | 179 |
|
|
2014
Q3 | $694K | Sell |
12,700
-5,900
| -32% | -$322K | 0.08% | 170 |
|
|
2014
Q2 | $1.08M | Sell |
18,600
-49,900
| -73% | -$2.89M | 0.14% | 144 |
|
|
2014
Q1 | $3.71M | Buy |
68,500
+3,400
| +5% | +$184K | 0.45% | 81 |
|
|
2013
Q4 | $3.76M | Buy |
65,100
+15,100
| +30% | +$872K | 0.39% | 93 |
|
|
2013
Q3 | $2.53M | Buy |
50,000
+12,500
| +33% | +$632K | 0.26% | 105 |
|
|
2013
Q2 | $1.7M | Buy |
+37,500
| New | +$1.7M | 0.18% | 128 |
|