Prana Capital Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.71M Buy
+365,015
New +$8.71M 0.31% 56
2025
Q1
Sell
-20,216
Closed -$410K 95
2024
Q4
$410K Buy
20,216
+5,473
+37% +$111K 0.02% 93
2024
Q3
$297K Sell
14,743
-557,885
-97% -$11.2M 0.01% 85
2024
Q2
$12.8M Buy
572,628
+285,415
+99% +$6.38M 0.61% 44
2024
Q1
$8.07M Buy
+287,213
New +$8.07M 0.36% 59
2023
Q3
Sell
-78,556
Closed -$2.1M 90
2023
Q2
$2.1M Sell
78,556
-191,414
-71% -$5.11M 0.14% 66
2023
Q1
$7.27M Buy
269,970
+75,738
+39% +$2.04M 0.61% 40
2022
Q4
$5.12M Buy
+194,232
New +$5.12M 0.39% 57
2022
Q3
Sell
-868,128
Closed -$20.2M 87
2022
Q2
$20.2M Buy
868,128
+4,836
+0.6% +$113K 1.54% 27
2022
Q1
$24.1M Buy
863,292
+621,889
+258% +$17.4M 1.92% 20
2021
Q4
$8.09M Buy
+241,403
New +$8.09M 0.64% 44