SageView Advisory Group’s Franklin Resources BEN Stock Holding History

SageView Advisory Group’s Portfolio BEN Stock Details BEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.4K	Buy
2024 Q3	–	Sell
2024 Q2	$288K	Buy
2024 Q1	–	Sell
2023 Q4	$473K	Buy
2023 Q3	$350K	Sell
2023 Q2	$403K	Buy
2023 Q1	$376K	Buy