Mork 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 | $1.15M | Hold |
48,400
| – | – | 0.84% | 52 |
|
|
2025
Q1 | $932K | Hold |
48,400
| – | – | 0.73% | 72 |
|
|
2024
Q4 | $982K | Buy |
+48,400
| New | +$982K | 0.65% | 106 |
|
|
2024
Q1 | – | Sell |
-31,610
| Closed | -$942K | – | 109 |
|
|
2023
Q4 | $942K | Hold |
31,610
| – | – | 0.58% | 107 |
|
|
2023
Q3 | $777K | Hold |
31,610
| – | – | 0.61% | 83 |
|
|
2023
Q2 | $844K | Hold |
31,610
| – | – | 0.65% | 78 |
|
|
2023
Q1 | $852K | Hold |
31,610
| – | – | 0.69% | 73 |
|
|
2022
Q4 | $834K | Buy |
+31,610
| New | +$834K | 0.64% | 103 |
|