Principal Financial Group’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 | $9.92M | Sell |
415,801
-48,437
| -10% | -$1.16M | 0.01% | 1274 |
|
|
2025
Q1 | $8.94M | Buy |
464,238
+85,407
| +23% | +$1.64M | 0.01% | 1324 |
|
|
2024
Q4 | $7.69M | Sell |
378,831
-2,361
| -0.6% | -$47.9K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $7.68M | Buy |
381,192
+32,490
| +9% | +$655K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $7.79M | Sell |
348,702
-7,966
| -2% | -$178K | ﹤0.01% | 1391 |
|
|
2024
Q1 | $10M | Buy |
356,668
+25,203
| +8% | +$708K | 0.01% | 1301 |
|
|
2023
Q4 | $9.87M | Sell |
331,465
-9,908
| -3% | -$295K | 0.01% | 1289 |
|
|
2023
Q3 | $8.39M | Sell |
341,373
-6,798
| -2% | -$167K | 0.01% | 1320 |
|
|
2023
Q2 | $9.3M | Sell |
348,171
-14,902
| -4% | -$398K | 0.01% | 1287 |
|
|
2023
Q1 | $9.78M | Sell |
363,073
-1,815
| -0.5% | -$48.9K | 0.01% | 1263 |
|
|
2022
Q4 | $9.63M | Sell |
364,888
-29,919
| -8% | -$789K | 0.01% | 1255 |
|
|
2022
Q3 | $8.5M | Sell |
394,807
-51,702
| -12% | -$1.11M | 0.01% | 1279 |
|
|
2022
Q2 | $10.4M | Buy |
446,509
+97,332
| +28% | +$2.27M | 0.01% | 1234 |
|
|
2022
Q1 | $9.75M | Buy |
349,177
+4,685
| +1% | +$131K | 0.01% | 1384 |
|
|
2021
Q4 | $11.5M | Sell |
344,492
-14,361
| -4% | -$481K | 0.01% | 1311 |
|
|
2021
Q3 | $10.7M | Buy |
358,853
+7,440
| +2% | +$221K | 0.01% | 1372 |
|
|
2021
Q2 | $11.2M | Buy |
351,413
+9,686
| +3% | +$310K | 0.01% | 1365 |
|
|
2021
Q1 | $10.1M | Sell |
341,727
-14,389
| -4% | -$426K | 0.01% | 1378 |
|
|
2020
Q4 | $8.9M | Sell |
356,116
-20,582
| -5% | -$514K | 0.01% | 1302 |
|
|
2020
Q3 | $7.67M | Sell |
376,698
-55,667
| -13% | -$1.13M | 0.01% | 1226 |
|
|
2020
Q2 | $9.07M | Buy |
432,365
+27,029
| +7% | +$567K | 0.01% | 1120 |
|
|
2020
Q1 | $6.77M | Buy |
405,336
+4,367
| +1% | +$72.9K | 0.01% | 1124 |
|
|
2019
Q4 | $10.4M | Sell |
400,969
-18,223
| -4% | -$473K | 0.01% | 1219 |
|
|
2019
Q3 | $12.1M | Sell |
419,192
-25,063
| -6% | -$723K | 0.01% | 1107 |
|
|
2019
Q2 | $15.5M | Buy |
444,255
+3,810
| +0.9% | +$133K | 0.01% | 967 |
|
|
2019
Q1 | $14.6M | Buy |
440,445
+5,995
| +1% | +$199K | 0.01% | 991 |
|
|
2018
Q4 | $12.9M | Sell |
434,450
-25,259
| -5% | -$749K | 0.01% | 1005 |
|
|
2018
Q3 | $14M | Sell |
459,709
-13,510
| -3% | -$411K | 0.01% | 1100 |
|
|
2018
Q2 | $15.2M | Buy |
473,219
+7,494
| +2% | +$240K | 0.01% | 1019 |
|
|
2018
Q1 | $16.2M | Sell |
465,725
-5,851
| -1% | -$203K | 0.02% | 939 |
|
|
2017
Q4 | $20.4M | Sell |
471,576
-378,069
| -44% | -$16.4M | 0.02% | 804 |
|
|
2017
Q3 | $37.8M | Sell |
849,645
-34,850
| -4% | -$1.55M | 0.04% | 479 |
|
|
2017
Q2 | $39.6M | Buy |
884,495
+397,794
| +82% | +$17.8M | 0.04% | 473 |
|
|
2017
Q1 | $20.5M | Buy |
486,701
+5,379
| +1% | +$227K | 0.02% | 697 |
|
|
2016
Q4 | $19.1M | Sell |
481,322
-10,136
| -2% | -$401K | 0.02% | 724 |
|
|
2016
Q3 | $17.5M | Sell |
491,458
-12,922
| -3% | -$460K | 0.02% | 743 |
|
|
2016
Q2 | $16.8M | Sell |
504,380
-886
| -0.2% | -$29.6K | 0.02% | 718 |
|
|
2016
Q1 | $19.7M | Buy |
505,266
+2,958
| +0.6% | +$116K | 0.03% | 596 |
|
|
2015
Q4 | $18.5M | Buy |
502,308
+1,140
| +0.2% | +$42K | 0.03% | 603 |
|
|
2015
Q3 | $18.7M | Buy |
501,168
+3,242
| +0.7% | +$121K | 0.03% | 574 |
|
|
2015
Q2 | $24.4M | Sell |
497,926
-19,672
| -4% | -$965K | 0.04% | 494 |
|
|
2015
Q1 | $26.6M | Buy |
517,598
+28,829
| +6% | +$1.48M | 0.04% | 433 |
|
|
2014
Q4 | $27.1M | Buy |
488,769
+5,003
| +1% | +$277K | 0.04% | 426 |
|
|
2014
Q3 | $26.4M | Sell |
483,766
-346
| -0.1% | -$18.9K | 0.04% | 402 |
|
|
2014
Q2 | $28M | Sell |
484,112
-16,123
| -3% | -$933K | 0.05% | 388 |
|
|
2014
Q1 | $27.1M | Buy |
500,235
+6,269
| +1% | +$340K | 0.05% | 398 |
|
|
2013
Q4 | $28.5M | Buy |
493,966
+101
| +0% | +$5.83K | 0.05% | 376 |
|
|
2013
Q3 | $25M | Sell |
493,865
-2,071
| -0.4% | -$105K | 0.05% | 375 |
|
|
2013
Q2 | $22.5M | Buy |
+495,936
| New | +$22.5M | 0.05% | 393 |
|