Sovran Advisors’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
$623K Buy
25,410
+348
+1% +$8.53K 0.07% 281
2025
Q1
$441K Buy
25,062
+11,167
+80% +$197K 0.06% 310
2024
Q4
$270K Buy
+13,895
New +$270K 0.04% 354