Boston Trust Walden’s Franklin Resources BEN Stock Holding History

Boston Trust Walden’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	$366K	Hold	11,000	–	–	﹤0.01%	360
2026 Q1	$260K	Hold	11,000	–	–	﹤0.01%	368
2025 Q4	$263K	Hold	11,000	–	–	﹤0.01%	360
2025 Q3	$254K	Hold	11,000	–	–	﹤0.01%	373
2025 Q2	$262K	Hold	11,000	–	–	﹤0.01%	353
2025 Q1	$212K	Hold	11,000	–	–	﹤0.01%	368
2024 Q4	$223K	Hold	11,000	–	–	﹤0.01%	367
2024 Q3	$222K	Hold	11,000	–	–	﹤0.01%	369
2024 Q2	$246K	Hold	11,000	–	–	﹤0.01%	357
2024 Q1	$309K	Hold	11,000	–	–	﹤0.01%	344
2023 Q4	$328K	Hold	11,000	–	–	﹤0.01%	338
2023 Q3	$270K	Hold	11,000	–	–	﹤0.01%	343
2023 Q2	$294K	Hold	11,000	–	–	﹤0.01%	341
2023 Q1	$296K	Hold	11,000	–	–	﹤0.01%	334
2022 Q4	$290K	Hold	11,000	–	–	﹤0.01%	338
2022 Q3	$237K	Hold	11,000	–	–	﹤0.01%	341
2022 Q2	$256K	Hold	11,000	–	–	﹤0.01%	345
2022 Q1	$307K	Hold	11,000	–	–	﹤0.01%	347
2021 Q4	$368K	Hold	11,000	–	–	﹤0.01%	347
2021 Q3	$327K	Hold	11,000	–	–	﹤0.01%	346
2021 Q2	$352K	Hold	11,000	–	–	﹤0.01%	346
2021 Q1	$326K	Hold	11,000	–	–	﹤0.01%	338
2020 Q4	$275K	Hold	11,000	–	–	﹤0.01%	350
2020 Q3	$224K	Hold	11,000	–	–	﹤0.01%	355
2020 Q2	$231K	Sell	11,000 -2,330	-17%	-$44K	﹤0.01%	348
2020 Q1	$222K	Hold	13,330	–	–	﹤0.01%	339
2019 Q4	$346K	Hold	13,330	–	–	﹤0.01%	346
2019 Q3	$385K	Hold	13,330	–	–	﹤0.01%	338
2019 Q2	$464K	Hold	13,330	–	–	0.01%	333
2019 Q1	$442K	Hold	13,330	–	–	0.01%	339
2018 Q4	$395K	Hold	13,330	–	–	0.01%	332
2018 Q3	$405K	Hold	13,330	–	–	0.01%	344
2018 Q2	$427K	Hold	13,330	–	–	0.01%	341
2018 Q1	$462K	Hold	13,330	–	–	0.01%	340
2017 Q4	$578K	Hold	13,330	–	–	0.01%	329
2017 Q3	$593K	Hold	13,330	–	–	0.01%	328
2017 Q2	$597K	Sell	13,330 -22,100	-62%	-$944K	0.01%	326
2017 Q1	$1.49M	Buy	35,430 +6,900	+24%	+$286K	0.02%	281
2016 Q4	$1.13M	Sell	28,530 -1,502	-5%	-$56.2K	0.02%	292
2016 Q3	$1.07M	Sell	30,032 -900	-3%	-$31.8K	0.02%	290
2016 Q2	$1.03M	Sell	30,932 -1,150	-4%	-$41.8K	0.02%	289
2016 Q1	$1.25M	Sell	32,082 -200	-0.6%	-$7.08K	0.02%	284
2015 Q4	$1.19M	Sell	32,282 -2,275	-7%	-$89K	0.02%	275
2015 Q3	$1.29M	Buy	34,557 +20,361	+143%	+$881K	0.02%	279
2015 Q2	$696K	Buy	14,196 +239	+2%	+$12.3K	0.01%	300
2015 Q1	$716K	Hold	13,957	–	–	0.01%	297
2014 Q4	$773K	Hold	13,957	–	–	0.01%	298
2014 Q3	$762K	Hold	13,957	–	–	0.01%	294
2014 Q2	$807K	Hold	13,957	–	–	0.01%	287
2014 Q1	$756K	Hold	13,957	–	–	0.01%	270
2013 Q4	$806K	Sell	13,957 -743	-5%	-$40.1K	0.01%	270
2013 Q3	$743K	Hold	14,700	–	–	0.01%	266
2013 Q2	$666K	Buy	+14,700	New	+$748K	0.01%	262

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boston Trust Walden's BEN Position: Q2 2026 in Review

Boston Trust Walden held its Franklin Resources (BEN) position steady in Q2 2026 at 11,000 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Boston Trust Walden first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q1 2017. 217 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Boston Trust Walden held 11,000 shares of Franklin Resources worth $366K as of Q2 2026.
Boston Trust Walden left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #360 holding.
Boston Trust Walden first reported a position in Franklin Resources in Q2 2013 and has held it in 53 quarters since.
Boston Trust Walden's Franklin Resources position peaked at $1.49M in Q1 2017.
217 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.