Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $112K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $150K | Sell |
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|
2022
Q3 | $126K | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $188K | Buy |
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|
2019
Q4 | $73K | Buy |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $588K | Buy |
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