Verity Asset Management’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
Q2 | $484K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $303K | Hold |
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|
2020
Q4 | $256K | Buy |
|