Prana Capital 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	$7.07M	Sell	299,474 -605,496	-67%	-$15.6M	0.22%	71
2025 Q4	$21.6M	Buy	904,970 +44,208	+5%	+$1.02M	0.78%	37
2025 Q3	$19.9M	Buy	860,762 +495,747	+136%	+$12.3M	0.66%	37
2025 Q2	$8.71M	Buy	+365,015	New	+$7.52M	0.32%	58
2025 Q1	–	Sell	-20,216	Closed	-$410K	–	99
2024 Q4	$410K	Buy	20,216 +5,473	+37%	+$115K	0.02%	94
2024 Q3	$297K	Sell	14,743 -557,885	-97%	-$12M	0.01%	85
2024 Q2	$12.8M	Buy	572,628 +285,415	+99%	+$6.87M	0.61%	44
2024 Q1	$8.07M	Buy	+287,213	New	+$7.91M	0.36%	59
2023 Q3	–	Sell	-78,556	Closed	-$2.1M	–	92
2023 Q2	$2.1M	Sell	78,556 -191,414	-71%	-$4.95M	0.14%	66
2023 Q1	$7.27M	Buy	269,970 +75,738	+39%	+$2.21M	0.62%	40
2022 Q4	$5.12M	Buy	+194,232	New	+$4.82M	0.39%	57
2022 Q3	–	Sell	-868,128	Closed	-$20.2M	–	87
2022 Q2	$20.2M	Buy	868,128 +4,836	+0.6%	+$124K	1.54%	27
2022 Q1	$24.1M	Buy	863,292 +621,889	+258%	+$19M	1.92%	20
2021 Q4	$8.09M	Buy	+241,403	New	+$7.95M	0.64%	44