Maltese Capital 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
Q2
$3.17M Sell
2025
Q1
$3.41M Buy
2024
Q4
$1.83M Buy
2024
Q3
Sell
2024
Q2
$671K Buy
2024
Q1
$562K Buy
2015
Q3
Sell
2015
Q2
$2.12M Buy
2015
Q1
Sell
2014
Q4
$703K Hold
2014
Q3
$694K Sell
2014
Q2
$1.08M Sell
2014
Q1
$3.71M Buy
2013
Q4
$3.76M Buy
2013
Q3
$2.53M Buy
2013
Q2
$1.7M Buy