Yousif Capital 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	$7.57M	Sell	320,639 -9,228	-3%	-$237K	0.09%	211
2025 Q4	$8.19M	Sell	329,867 -2,415	-0.7%	-$55.5K	0.09%	200
2025 Q3	$7.69M	Sell	332,282 -27,951	-8%	-$691K	0.08%	220
2025 Q2	$8.59M	Buy	360,233 +6,320	+2%	+$130K	0.09%	199
2025 Q1	$6.81M	Buy	353,913 +54,663	+18%	+$1.1M	0.08%	235
2024 Q4	$6.07M	Sell	299,250 -19,922	-6%	-$420K	0.07%	269
2024 Q3	$6.43M	Buy	319,172 +26,415	+9%	+$569K	0.07%	263
2024 Q2	$6.54M	Sell	292,757 -2,173	-0.7%	-$52.3K	0.07%	249
2024 Q1	$8.29M	Buy	294,930 +4,342	+1%	+$120K	0.09%	208
2023 Q4	$8.66M	Buy	290,588 +2,338	+0.8%	+$58.2K	0.1%	183
2023 Q3	$7.09M	Sell	288,250 -688	-0.2%	-$18.6K	0.09%	209
2023 Q2	$7.72M	Buy	288,938 +2,423	+0.8%	+$62.6K	0.09%	196
2023 Q1	$7.72M	Sell	286,515 -18,781	-6%	-$549K	0.1%	194
2022 Q4	$8.05M	Buy	305,296 +16,086	+6%	+$399K	0.11%	192
2022 Q3	$6.22M	Buy	289,210 +6,659	+2%	+$171K	0.09%	217
2022 Q2	$6.59M	Buy	282,551 +20,129	+8%	+$515K	0.09%	214
2022 Q1	$7.33M	Sell	262,422 -5,824	-2%	-$178K	0.08%	234
2021 Q4	$8.98M	Buy	+268,246	New	+$8.83M	0.09%	185