Carson Wealth (CWM LLC)
BEN icon

Carson Wealth (CWM LLC)’s Franklin Resources BEN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$944K Buy
39,978
+2,140
+6% +$55.1K ﹤0.01% 1570
2025
Q4 		$904K Buy
37,838
+22,022
+139% +$506K ﹤0.01% 1553
2025
Q3 		$366K Buy
15,816
+9,619
+155% +$238K ﹤0.01% 1972
2025
Q2 		$148K Sell
6,197
-118,988
-95% -$2.45M ﹤0.01% 2418
2025
Q1 		$2.41M Sell
125,185
-26,860
-18% -$538K 0.01% 770
2024
Q4 		$3.08M Buy
152,045
+133,903
+738% +$2.82M 0.01% 614
2024
Q3 		$366K Sell
18,142
-2,638
-13% -$56.8K ﹤0.01% 1445
2024
Q2 		$464K Buy
20,780
+11,128
+115% +$268K ﹤0.01% 1219
2024
Q1 		$271K Buy
9,652
+410
+4% +$11.3K ﹤0.01% 1379
2023
Q4 		$275K Buy
9,242
+1,594
+21% +$39.7K ﹤0.01% 1287
2023
Q3 		$188K Sell
7,648
-7,202
-48% -$195K ﹤0.01% 1338
2023
Q2 		$397K Sell
14,850
-851,511
-98% -$22M ﹤0.01% 1012
2023
Q1 		$23.3M Sell
866,361
-3,853
-0.4% -$113K 0.16% 128
2022
Q4 		$23M Buy
870,214
+67,747
+8% +$1.68M 0.17% 126
2022
Q3 		$17.3M Buy
802,467
+41,228
+5% +$1.06M 0.14% 143
2022
Q2 		$17.7M Buy
761,239
+71,112
+10% +$1.82M 0.14% 142
2022
Q1 		$19.3M Buy
690,127
+6,381
+0.9% +$195K 0.14% 146
2021
Q4 		$22.9M Buy
+683,746
New +$22.5M 0.16% 131
2021
Q2 		$24K Hold
750
– – ﹤0.01% 1701
2021
Q1 		$24K Hold
750
– – ﹤0.01% 1701
2020
Q4 		$24K Hold
750
– – ﹤0.01% 1701
2020
Q3 		$24K Hold
750
– – ﹤0.01% 1701
2020
Q2 		$24K Hold
750
– – ﹤0.01% 1701
2020
Q1 		$24K Hold
750
– – ﹤0.01% 1701
2019
Q4 		$24K Hold
750
– – ﹤0.01% 1701
2019
Q3 		$24K Hold
750
– – ﹤0.01% 1701
2019
Q2 		$24K Hold
750
– – ﹤0.01% 1701
2019
Q1 		$24K Sell
750
-1,022
-58% -$32.3K ﹤0.01% 1701
2018
Q4 		$53K Buy
1,772
+325
+22% +$9.99K ﹤0.01% 868
2018
Q3 		$44K Buy
1,447
+594
+70% +$19.1K ﹤0.01% 776
2018
Q2 		$27K Sell
853
-325
-28% -$10.9K ﹤0.01% 774
2018
Q1 		$41K Sell
1,178
-602,323
-100% -$24.5M ﹤0.01% 588
2017
Q4 		$26.1M Sell
603,501
-40,000
-6% -$1.73M 1.16% 27
2017
Q3 		$28.6M Sell
643,501
-21,738
-3% -$953K 1.35% 19
2017
Q2 		$29.8M Buy
665,239
+159,401
+32% +$6.81M 1.53% 14
2017
Q1 		$21.3M Buy
505,838
+97,250
+24% +$4.04M 1.21% 26
2016
Q4 		$16.2M Buy
408,588
+50,773
+14% +$1.9M 0.99% 36
2016
Q3 		$12.7M Buy
357,815
+59,457
+20% +$2.1M 0.88% 35
2016
Q2 		$9.96M Buy
298,358
+60,044
+25% +$2.18M 0.73% 48
2016
Q1 		$9.31M Buy
238,314
+238,290
+992,875% +$8.43M 0.82% 46
2015
Q4 		$1K Buy
+24
New +$939 ﹤0.01% 631

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Resources (BEN) stake by 5.7% in Q1 2026, buying an estimated $55.1K and bringing the position to 39,978 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Carson Wealth (CWM LLC) first reported a position in BEN in Q4 2015 and has held it in 41 quarters since. The position peaked at $29.8M in Q2 2017. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,978 shares of Franklin Resources worth $944K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,140 Franklin Resources shares in Q1 2026, an estimated $55.1K.
  • Franklin Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1570 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Resources in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin Resources position peaked at $29.8M in Q2 2017.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.