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
2025
Q2
$501K Hold
2025
Q1
$410K Hold
2024
Q4
$429K Sell
2024
Q3
$509K Hold
2024
Q2
$565K Hold
2024
Q1
$710K Buy