Pallas Capital Advisors’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,766	Closed	-$401K	–	768
2024 Q4	$401K	Buy	19,766 +340	+2%	+$6.9K	0.02%	416
2024 Q3	$393K	Buy	19,426 +2,976	+18%	+$60.2K	0.02%	405
2024 Q2	$388K	Buy	+16,450	New	+$388K	0.02%	356