NEOS Investment 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	$596K	Buy	24,997 +5,349	+27%	+$128K	0.01%	527
2025 Q1	$378K	Buy	19,648 +3,753	+24%	+$72.2K	0.01%	542
2024 Q4	$323K	Buy	15,895 +3,731	+31%	+$75.7K	0.01%	553
2024 Q3	$245K	Buy	12,164 +2,436	+25%	+$49.1K	0.01%	557
2024 Q2	$217K	Buy	+9,728	New	+$217K	0.01%	557