Wright Investors Service’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 | $457K | Sell |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $251K | Buy |
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