Silvercrest Asset Management’s Franklin Resources BEN Stock Holding History

Silvercrest Asset Management’s Portfolio BEN Stock Details BEN Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Hold	19,883	–	–	﹤0.01%	717
2025 Q1	$383K	Hold	19,883	–	–	﹤0.01%	741
2024 Q4	$403K	Sell	19,883 -865	-4%	-$17.6K	﹤0.01%	721
2024 Q3	$418K	Buy	20,748 +865	+4%	+$17.4K	﹤0.01%	672
2024 Q2	$444K	Hold	19,883	–	–	﹤0.01%	741
2024 Q1	$559K	Hold	19,883	–	–	﹤0.01%	688
2023 Q4	$592K	Hold	19,883	–	–	﹤0.01%	644
2023 Q3	$489K	Hold	19,883	–	–	﹤0.01%	683
2023 Q2	$531K	Buy	+19,883	New	+$531K	﹤0.01%	667
2021 Q3	–	Sell	-15,545	Closed	-$497K	–	857
2021 Q2	$497K	Hold	15,545	–	–	﹤0.01%	669
2021 Q1	$460K	Hold	15,545	–	–	﹤0.01%	681
2020 Q4	$388K	Hold	15,545	–	–	﹤0.01%	670
2020 Q3	$316K	Hold	15,545	–	–	﹤0.01%	662
2020 Q2	$326K	Hold	15,545	–	–	﹤0.01%	648
2020 Q1	$259K	Hold	15,545	–	–	﹤0.01%	643
2019 Q4	$404K	Hold	15,545	–	–	﹤0.01%	619
2019 Q3	$449K	Hold	15,545	–	–	﹤0.01%	595
2019 Q2	$541K	Sell	15,545 -801	-5%	-$27.9K	0.01%	428
2019 Q1	$542K	Sell	16,346 -18	-0.1%	-$597	0.01%	426
2018 Q4	$485K	Buy	16,364 +801	+5%	+$23.7K	0.01%	397
2018 Q3	$473K	Buy	15,563 +18	+0.1%	+$547	﹤0.01%	413
2018 Q2	$498K	Sell	15,545 -254	-2%	-$8.14K	﹤0.01%	415
2018 Q1	$548K	Sell	15,799 -130	-0.8%	-$4.51K	0.01%	410
2017 Q4	$690K	Hold	15,929	–	–	0.01%	391
2017 Q3	$709K	Buy	+15,929	New	+$709K	0.01%	387
2015 Q2	–	Sell	-5,121	Closed	-$263K	–	509
2015 Q1	$263K	Hold	5,121	–	–	﹤0.01%	439
2014 Q4	$284K	Buy	5,121 +160	+3%	+$8.87K	﹤0.01%	412
2014 Q3	$271K	Sell	4,961 -118	-2%	-$6.45K	﹤0.01%	412
2014 Q2	$294K	Buy	5,079 +384	+8%	+$22.2K	﹤0.01%	408
2014 Q1	$254K	Sell	4,695 -174	-4%	-$9.41K	﹤0.01%	414
2013 Q4	$281K	Buy	4,869 +144	+3%	+$8.31K	﹤0.01%	401
2013 Q3	$239K	Hold	4,725	–	–	﹤0.01%	415
2013 Q2	$214K	Buy	+4,725	New	+$214K	﹤0.01%	411