Abound Wealth Management’s Franklin Resources BEN Stock Holding History

Abound Wealth Management’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	–	Sell	-12	Closed	-$287	–	1389
2026 Q1	$287	Hold	12	–	–	﹤0.01%	1136
2025 Q4	$291	Hold	12	–	–	﹤0.01%	1057
2025 Q3	$281	Hold	12	–	–	﹤0.01%	1028
2025 Q2	$290	Hold	12	–	–	﹤0.01%	931
2025 Q1	$234	Hold	12	–	–	﹤0.01%	934
2024 Q4	$247	Hold	12	–	–	﹤0.01%	966
2024 Q3	$245	Hold	12	–	–	﹤0.01%	1055
2024 Q2	$272	Hold	12	–	–	﹤0.01%	1015
2024 Q1	$342	Hold	12	–	–	﹤0.01%	1070
2023 Q4	$362	Hold	12	–	–	﹤0.01%	1074
2023 Q3	$299	Sell	12 -37	-76%	-$1K	﹤0.01%	1015
2023 Q2	$1.31K	Buy	49 +37	+308%	+$956	﹤0.01%	701
2023 Q1	$328	Hold	12	–	–	﹤0.01%	685
2022 Q4	$321	Hold	12	–	–	﹤0.01%	683
2022 Q3	$262	Buy	+12	New	+$308	﹤0.01%	699

Other funds holding BEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return