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Abel Hall LLC’s Franklin Resources BEN Stock Holding History

Abel Hall LLC’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
8,879
-21,586
-71% -$646K 0.05% 485
2026
Q1 		$720K Buy
30,465
+6,320
+26% +$163K 0.15% 112
2025
Q4 		$577K Buy
24,145
+2,375
+11% +$54.5K 0.13% 140
2025
Q3 		$504K Buy
21,770
+7
+0% +$173 0.2% 93
2025
Q2 		$519K Buy
21,763
+5,605
+35% +$116K 0.24% 74
2025
Q1 		$311K Buy
16,158
+135
+0.8% +$2.71K 0.19% 96
2024
Q4 		$325K Sell
16,023
-33
-0.2% -$695 0.21% 83
2024
Q3 		$324K Sell
16,056
-72
-0.4% -$1.55K 0.21% 79
2024
Q2 		$360K Buy
16,128
+4,936
+44% +$119K 0.26% 64
2024
Q1 		$315K Buy
+11,192
New +$308K 0.24% 72

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Abel Hall LLC's BEN Position: Q2 2026 in Review

Abel Hall LLC reduced its Franklin Resources (BEN) stake by 71% in Q2 2026, selling an estimated $646K and leaving 8,879 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #485.

Abel Hall LLC first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $720K in Q1 2026. 188 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Abel Hall LLC held 8,879 shares of Franklin Resources worth $295K as of Q2 2026.
  • Abel Hall LLC sold 21,586 Franklin Resources shares in Q2 2026, an estimated $646K.
  • Franklin Resources made up 0.05% of Abel Hall LLC's portfolio in Q2 2026, its #485 holding.
  • Abel Hall LLC first reported a position in Franklin Resources in Q1 2024 and has held it in 10 quarters since.
  • Abel Hall LLC's Franklin Resources position peaked at $720K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.