Wellington Management Group’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
Q3 | $2.15M | Sell |
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|
2025
Q2 | $3.38M | Sell |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $710K | Sell |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $921K | Buy |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $743K | Sell |
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|
2020
Q2 | $897K | Buy |
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|
2020
Q1 | $681K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $11.4M | Sell |
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|
2019
Q2 | $16.2M | Buy |
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|
2019
Q1 | $766K | Buy |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $556K | Sell |
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|
2017
Q3 | $591K | Buy |
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|
2017
Q2 | $438K | Buy |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $653K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $411K | Sell |
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|
2015
Q2 | $884K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.37M | Sell |
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|
2014
Q2 | $6.51M | Sell |
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|
2014
Q1 | $7.37M | Buy |
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|
2013
Q4 | $7.75M | Buy |
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|
2013
Q3 | $6.38M | Sell |
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|
2013
Q2 | $5.9M | Buy |
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