Plato Investment Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$217K Hold
2025
Q3
$207K Sell
2025
Q2
$501K Hold
2025
Q1
$410K Hold
2024
Q4
$429K Sell
2024
Q3
$509K Hold
2024
Q2
$565K Hold
2024
Q1
$710K Buy