SVB Wealth’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
Q4 | $2.51M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $217K | Sell |
|
|||||
|
2024
Q1 | $303K | Sell |
|
|||||
|
2023
Q4 | $328K | Buy |
|
|||||
|
2023
Q3 | $249K | Sell |
|
|||||
|
2023
Q2 | $272K | Sell |
|
|||||
|
2023
Q1 | $285K | Sell |
|
|||||
|
2022
Q4 | $305K | Buy |
|
|||||
|
2022
Q3 | $249K | Buy |
|
|||||
|
2022
Q2 | $222K | Buy |
|
|||||
|
2022
Q1 | $264K | Sell |
|
|||||
|
2021
Q4 | $378K | Buy |
|
|||||
|
2021
Q3 | $322K | Buy |
|
|||||
|
2021
Q2 | $263K | Sell |
|
|||||
|
2021
Q1 | $246K | Sell |
|
|||||
|
2020
Q4 | $228K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $225K | Buy |
|
|||||
|
2019
Q3 | $233K | Hold |
|
|||||
|
2019
Q2 | $280K | Sell |
|
|||||
|
2019
Q1 | $278K | Buy |
|
|||||
|
2018
Q4 | $249K | Buy |
|
|||||
|
2018
Q3 | $255K | Sell |
|
|||||
|
2018
Q2 | $376K | Hold |
|
|||||
|
2018
Q1 | $407K | Sell |
|
|||||
|
2017
Q4 | $509K | Sell |
|
|||||
|
2017
Q3 | $591K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $205K | Sell |
|
|||||
|
2015
Q1 | $231K | Sell |
|
|||||
|
2014
Q4 | $269K | Buy |
|