Summit Trail Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.47M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $173K | Buy |
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