SummitTX Capital’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	$2.43M	Buy	101,924 +39,716	+64%	+$947K	0.1%	222
2025 Q1	$1.2M	Buy	+62,208	New	+$1.2M	0.05%	357