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Aspect Partners’s Franklin Resources BEN Stock Holding History

Aspect Partners’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 		$8.09K Buy
+243
New +$7.28K ﹤0.01% 325
2025
Q2 		– Sell
-630
Closed -$12.1K – 616
2025
Q1 		$12.1K Hold
630
– – 0.01% 242
2024
Q4 		$12.8K Hold
630
– – 0.01% 254
2024
Q3 		$12.7K Buy
630
+157
+33% +$3.38K 0.01% 245
2024
Q2 		$10.6K Hold
473
– – 0.01% 260
2024
Q1 		$13.3K Hold
473
– – 0.01% 237
2023
Q4 		$14.1K Buy
+473
New +$11.8K 0.01% 210

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
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
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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Aspect Partners's BEN Position: Q2 2026 in Review

Aspect Partners opened a new position in Franklin Resources (BEN) in Q2 2026: 243 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Aspect Partners previously reported a position in BEN as recently as Q1 2025.

Aspect Partners first reported a position in BEN in Q4 2023 and has held it in 7 quarters since. The position peaked at $14.1K in Q4 2023. 92 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Aspect Partners held 243 shares of Franklin Resources worth $8.09K as of Q2 2026.
  • Franklin Resources was a new Aspect Partners position in Q2 2026.
  • Franklin Resources made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #325 holding.
  • Aspect Partners first reported a position in Franklin Resources in Q4 2023 and has held it in 7 quarters since.
  • Aspect Partners's Franklin Resources position peaked at $14.1K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.