Voloridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,765,840
| Closed | -$42.2M | – | 1017 |
|
|
2025
Q4 | $42.2M | Buy |
1,765,840
+194,716
| +12% | +$4.47M | 0.15% | 173 |
|
|
2025
Q3 | $36.3M | Sell |
1,571,124
-52,476
| -3% | -$1.3M | 0.12% | 207 |
|
|
2025
Q2 | $38.7M | Sell |
1,623,600
-1,423,450
| -47% | -$29.3M | 0.14% | 179 |
|
|
2025
Q1 | $58.7M | Sell |
3,047,050
-96,413
| -3% | -$1.93M | 0.22% | 126 |
|
|
2024
Q4 | $63.8M | Sell |
3,143,463
-431,354
| -12% | -$9.09M | 0.23% | 129 |
|
|
2024
Q3 | $72M | Buy |
3,574,817
+1,790,832
| +100% | +$38.6M | 0.26% | 92 |
|
|
2024
Q2 | $39.9M | Buy |
1,783,985
+1,457,855
| +447% | +$35.1M | 0.15% | 205 |
|
|
2024
Q1 | $9.17M | Buy |
326,130
+312,267
| +2,253% | +$8.6M | 0.03% | 507 |
|
|
2023
Q4 | $413K | Buy |
+13,863
| New | +$345K | ﹤0.01% | 1050 |
|
|
2023
Q2 | – | Sell |
-36,007
| Closed | -$970K | – | 1358 |
|
|
2023
Q1 | $970K | Buy |
+36,007
| New | +$1.05M | ﹤0.01% | 1130 |
|
|
2022
Q2 | – | Sell |
-93,234
| Closed | -$2.6M | – | 1426 |
|
|
2022
Q1 | $2.6M | Buy |
+93,234
| New | +$2.85M | 0.01% | 863 |
|
|
2020
Q1 | – | Sell |
-196,351
| Closed | -$5.1M | – | 1099 |
|
|
2019
Q4 | $5.1M | Buy |
+196,351
| New | +$5.34M | 0.1% | 259 |
|
|
2018
Q4 | – | Sell |
-106,352
| Closed | -$3.23M | – | 406 |
|
|
2018
Q3 | $3.23M | Buy |
106,352
+35,863
| +51% | +$1.16M | 0.07% | 175 |
|
|
2018
Q2 | $2.26M | Buy |
70,489
+62,289
| +760% | +$2.09M | 0.06% | 265 |
|
|
2018
Q1 | $284K | Sell |
8,200
-23,789
| -74% | -$967K | 0.01% | 453 |
|
|
2017
Q4 | $1.39M | Buy |
+31,989
| New | +$1.39M | 0.03% | 346 |
|
|
2015
Q4 | – | Sell |
-517,560
| Closed | -$19.3M | – | 188 |
|
|
2015
Q3 | $19.3M | Buy |
+517,560
| New | +$22.4M | 0.91% | 29 |
|
Other funds holding BEN
PCOC
VCM
VPM
