Artemis Investment Management’s Franklin Resources BEN Stock Holding History

Artemis Investment 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	$177M	Buy	5,311,209 +431,323	+9%	+$12.9M	1.57%	10
2026 Q1	$115M	Buy	4,879,886 +4,823,983	+8,629%	+$124M	1.22%	20
2025 Q4	$1.34M	Buy	+55,903	New	+$1.28M	0.02%	180
2021 Q3	–	Sell	-1,306,886	Closed	-$41.9M	–	289
2021 Q2	$41.9M	Sell	1,306,886 -42,913	-3%	-$1.39M	0.36%	88
2021 Q1	$39.9M	Sell	1,349,799 -170,913	-11%	-$4.67M	0.38%	81
2020 Q4	$38.1M	Buy	1,520,712 +647,184	+74%	+$14.4M	0.4%	72
2020 Q3	$17.8M	Buy	+873,528	New	+$18.3M	0.22%	128

Other funds holding BEN

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 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 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Artemis Investment Management's BEN Position: Q2 2026 in Review

Artemis Investment Management increased its Franklin Resources (BEN) stake by 8.8% in Q2 2026, buying an estimated $12.9M and bringing the position to 5,311,209 shares worth $177M. The position accounts for 1.57% of the portfolio, ranked #10.

Artemis Investment Management first reported a position in BEN in Q3 2020 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Artemis Investment Management held 5,311,209 shares of Franklin Resources worth $177M as of Q2 2026.
Artemis Investment Management bought 431,323 Franklin Resources shares in Q2 2026, an estimated $12.9M.
Franklin Resources made up 1.57% of Artemis Investment Management's portfolio in Q2 2026, its #10 holding.
Artemis Investment Management first reported a position in Franklin Resources in Q3 2020 and has held it in 7 quarters since.
126 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.