Matrix Trust Company’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	$413K	Buy	17,309 +121	+0.7%	+$2.89K	0.07%	90
2025 Q1	$331K	Buy	17,188 +5,784	+51%	+$111K	0.06%	94
2024 Q4	$231K	Buy	11,404 +9,966	+693%	+$202K	0.04%	89
2024 Q3	$29K	Buy	+1,438	New	+$29K	0.01%	100