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Steel Grove Capital Advisors’s Franklin Resources BEN Stock Holding History

Steel Grove Capital Advisors’s Portfolio BEN Stock Details BEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.36M Buy
98,957
+325
+0.3% +$7.75K 0.28% 38
2025
Q1 		$1.9M Buy
98,632
+2,075
+2% +$39.9K 0.29% 44
2024
Q4 		$1.96M Buy
+96,557
New +$1.96M 0.27% 40