Symphony Financial’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
$2.37M Buy
91,920
+31,166
+51% +$805K 0.31% 71
2025
Q1
$1.06M Buy
60,754
+2,734
+5% +$47.9K 0.63% 36
2024
Q4
$1.15M Buy
58,020
+26,982
+87% +$534K 0.18% 96
2024
Q3
$623K Buy
+31,038
New +$623K 0.1% 128