Blackhawk Capital Partners’s Franklin Resources BEN Stock Holding History

Blackhawk Capital 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	$2M	Sell	60,118 -7,910	-12%	-$237K	0.65%	38
2026 Q1	$1.61M	Sell	68,028 -8,402	-11%	-$216K	0.59%	45
2025 Q4	$1.83M	Buy	76,430 +3,790	+5%	+$87K	0.69%	35
2025 Q3	$1.68M	Sell	72,640 -30,172	-29%	-$746K	0.65%	41
2025 Q2	$2.45M	Sell	102,812 -22,205	-18%	-$458K	1.13%	26
2025 Q1	$2.41M	Sell	125,017 -3,478	-3%	-$69.7K	1.24%	23
2024 Q4	$2.61M	Buy	128,495 +5,529	+4%	+$116K	1.35%	20
2024 Q3	$2.48M	Buy	122,966 +36,626	+42%	+$789K	1.32%	23
2024 Q2	$1.93M	Buy	+86,340	New	+$2.08M	1.16%	28
2022 Q3	–	Sell	-102,048	Closed	-$2.38M	–	66
2022 Q2	$2.38M	Buy	102,048 +34,396	+51%	+$880K	1.86%	16
2022 Q1	$1.89M	Buy	67,652 +14,433	+27%	+$441K	1.28%	24
2021 Q4	$1.78M	Sell	53,219 -302	-0.6%	-$9.94K	1.08%	38
2021 Q3	$1.59M	Buy	53,521 +1,888	+4%	+$58.9K	1.01%	32
2021 Q2	$1.53M	Sell	51,633 -4,695	-8%	-$152K	1.04%	39
2021 Q1	$1.41M	Sell	56,328 -2,374	-4%	-$64.8K	1.06%	31
2020 Q4	$1.2M	Sell	58,702 -1,163	-2%	-$26K	1.02%	34
2020 Q3	$1.25M	Buy	+59,865	New	+$1.26M	1.14%	34
2018 Q3	–	Sell	-13,647	Closed	-$437K	–	95
2018 Q2	$437K	Buy	13,647 +5,209	+62%	+$174K	0.5%	56
2018 Q1	$293K	Buy	+8,438	New	+$343K	0.25%	78

Other funds holding BEN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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 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

Blackhawk Capital Partners's BEN Position: Q2 2026 in Review

Blackhawk Capital Partners reduced its Franklin Resources (BEN) stake by 12% in Q2 2026, selling an estimated $237K and leaving 60,118 shares worth $2M. The position accounts for 0.65% of the portfolio, ranked #38.

Blackhawk Capital Partners first reported a position in BEN in Q1 2018 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2024. 165 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Blackhawk Capital Partners held 60,118 shares of Franklin Resources worth $2M as of Q2 2026.
Blackhawk Capital Partners sold 7,910 Franklin Resources shares in Q2 2026, an estimated $237K.
Franklin Resources made up 0.65% of Blackhawk Capital Partners's portfolio in Q2 2026, its #38 holding.
Blackhawk Capital Partners first reported a position in Franklin Resources in Q1 2018 and has held it in 19 quarters since.
Blackhawk Capital Partners's Franklin Resources position peaked at $2.61M in Q4 2024.
165 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.