Wright Investors Service’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 | $500K | Buy |
20,968
+706
| +3% | +$16.8K | 0.15% | 116 |
|
|
2025
Q1 | $390K | Sell |
20,262
-1,787
| -8% | -$34.4K | 0.13% | 128 |
|
|
2024
Q4 | $447K | Sell |
22,049
-45,735
| -67% | -$928K | 0.15% | 119 |
|
|
2024
Q3 | $1.37M | Sell |
67,784
-25,085
| -27% | -$505K | 0.36% | 76 |
|
|
2024
Q2 | $2.08M | Buy |
92,869
+29,878
| +47% | +$668K | 0.55% | 54 |
|
|
2024
Q1 | $1.77M | Buy |
62,991
+1,673
| +3% | +$47K | 0.45% | 71 |
|
|
2023
Q4 | $1.83M | Sell |
61,318
-11,516
| -16% | -$343K | 0.51% | 64 |
|
|
2023
Q3 | $1.79M | Buy |
72,834
+1,071
| +1% | +$26.3K | 0.52% | 61 |
|
|
2023
Q2 | $1.92M | Sell |
71,763
-7,187
| -9% | -$192K | 0.54% | 60 |
|
|
2023
Q1 | $2.13M | Buy |
78,950
+197
| +0.3% | +$5.31K | 0.6% | 57 |
|
|
2022
Q4 | $2.08M | Buy |
78,753
+681
| +0.9% | +$18K | 0.6% | 64 |
|
|
2022
Q3 | $1.68M | Sell |
78,072
-6,032
| -7% | -$130K | 0.53% | 70 |
|
|
2022
Q2 | $1.96M | Buy |
84,104
+4,224
| +5% | +$98.4K | 0.56% | 65 |
|
|
2022
Q1 | $2.23M | Buy |
79,880
+1,535
| +2% | +$42.9K | 0.55% | 60 |
|
|
2021
Q4 | $2.62M | Buy |
78,345
+5,913
| +8% | +$198K | 0.66% | 48 |
|
|
2021
Q3 | $2.15M | Buy |
72,432
+4,696
| +7% | +$140K | 0.61% | 58 |
|
|
2021
Q2 | $2.17M | Buy |
67,736
+2,607
| +4% | +$83.4K | 0.59% | 55 |
|
|
2021
Q1 | $1.93M | Buy |
+65,129
| New | +$1.93M | 0.58% | 61 |
|
|
2016
Q1 | – | Sell |
-19,028
| Closed | -$701K | – | 220 |
|
|
2015
Q4 | $701K | Buy |
19,028
+12,300
| +183% | +$453K | 0.26% | 137 |
|
|
2015
Q3 | $251K | Buy |
+6,728
| New | +$251K | 0.11% | 200 |
|