Beaird Harris Wealth Management’s Franklin Resources BEN Stock Holding History

Beaird Harris 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	$51.6K	Hold	1,550	–	–	﹤0.01%	254
2026 Q1	$36.6K	Hold	1,550	–	–	﹤0.01%	272
2025 Q4	$37K	Hold	1,550	–	–	﹤0.01%	284
2025 Q3	$35.9K	Hold	1,550	–	–	﹤0.01%	285
2025 Q2	$37K	Buy	1,550 +600	+63%	+$12.4K	﹤0.01%	283
2025 Q1	$18.3K	Hold	950	–	–	﹤0.01%	318
2024 Q4	$19.3K	Buy	+950	New	+$20K	﹤0.01%	310
2023 Q1	–	Sell	-23	Closed	-$607	–	508
2022 Q4	$607	Buy	+23	New	+$571	﹤0.01%	683

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

CNB

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

Beaird Harris Wealth Management's BEN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Franklin Resources (BEN) position steady in Q2 2026 at 1,550 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Beaird Harris Wealth Management first reported a position in BEN in Q4 2022 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Beaird Harris Wealth Management held 1,550 shares of Franklin Resources worth $51.6K as of Q2 2026.
Beaird Harris Wealth Management left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #254 holding.
Beaird Harris Wealth Management first reported a position in Franklin Resources in Q4 2022 and has held it in 8 quarters since.
73 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.