Shepherd Kaplan Krochuk’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	$664K	Sell	27,836 -75	-0.3%	-$1.79K	0.58%	41
2025 Q1	$537K	Buy	+27,911	New	+$537K	0.46%	48