Parallel Advisors’s Franklin Resources BEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
7,978
+2,319
+41% +$55.3K ﹤0.01% 1034
2025
Q1
$109K Sell
5,659
-1,371
-20% -$26.4K ﹤0.01% 1236
2024
Q4
$143K Buy
7,030
+1,898
+37% +$38.5K ﹤0.01% 1089
2024
Q3
$103K Sell
5,132
-338
-6% -$6.81K ﹤0.01% 1228
2024
Q2
$122K Sell
5,470
-117
-2% -$2.62K ﹤0.01% 1083
2024
Q1
$157K Buy
5,587
+255
+5% +$7.17K ﹤0.01% 959
2023
Q4
$159K Buy
5,332
+91
+2% +$2.71K ﹤0.01% 911
2023
Q3
$129K Buy
5,241
+1,922
+58% +$47.2K ﹤0.01% 965
2023
Q2
$88.7K Sell
3,319
-1,568
-32% -$41.9K ﹤0.01% 1132
2023
Q1
$132K Sell
4,887
-284
-5% -$7.65K ﹤0.01% 934
2022
Q4
$136K Sell
5,171
-965
-16% -$25.5K 0.01% 867
2022
Q3
$132K Sell
6,136
-281
-4% -$6.05K 0.01% 844
2022
Q2
$150K Buy
6,417
+775
+14% +$18.1K 0.01% 794
2022
Q1
$160K Buy
5,642
+1,221
+28% +$34.6K 0.01% 807
2021
Q4
$148K Sell
4,421
-298
-6% -$9.98K 0.01% 852
2021
Q3
$140K Buy
4,719
+513
+12% +$15.2K 0.01% 841
2021
Q2
$135K Buy
4,206
+74
+2% +$2.38K 0.01% 828
2021
Q1
$122K Sell
4,132
-2,120
-34% -$62.6K 0.01% 801
2020
Q4
$156K Buy
6,252
+2,530
+68% +$63.1K 0.01% 654
2020
Q3
$76K Sell
3,722
-267
-7% -$5.45K ﹤0.01% 867
2020
Q2
$83K Sell
3,989
-137
-3% -$2.85K 0.01% 831
2020
Q1
$68K Buy
4,126
+2,914
+240% +$48K 0.01% 817
2019
Q4
$31K Sell
1,212
-263
-18% -$6.73K ﹤0.01% 1202
2019
Q3
$43K Buy
1,475
+16
+1% +$466 ﹤0.01% 1034
2019
Q2
$51K Sell
1,459
-170
-10% -$5.94K 0.01% 882
2019
Q1
$54K Sell
1,629
-424
-21% -$14.1K 0.01% 823
2018
Q4
$60K Sell
2,053
-357
-15% -$10.4K 0.01% 693
2018
Q3
$73K Buy
2,410
+1,400
+139% +$42.4K 0.01% 683
2018
Q2
$32K Buy
1,010
+401
+66% +$12.7K ﹤0.01% 876
2018
Q1
$21K Sell
609
-56
-8% -$1.93K ﹤0.01% 979
2017
Q4
$29K Buy
665
+56
+9% +$2.44K ﹤0.01% 875
2017
Q3
$25K Sell
609
-114
-16% -$4.68K ﹤0.01% 906
2017
Q2
$32K Buy
723
+104
+17% +$4.6K 0.01% 828
2017
Q1
$26K Buy
619
+199
+47% +$8.36K 0.01% 861
2016
Q4
$17K Buy
+420
New +$17K ﹤0.01% 912