Cerity Partners
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Cerity Partners’s Franklin Resources BEN Stock Holding History

Cerity 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 		$5.16M Buy
155,150
+60,260
+64% +$1.8M 0.01% 1090
2026
Q1 		$2.24M Sell
94,890
-81,604
-46% -$2.1M ﹤0.01% 1425
2025
Q4 		$4.22M Sell
176,494
-7,777
-4% -$179K 0.01% 996
2025
Q3 		$4.26M Buy
184,271
+51,336
+39% +$1.27M 0.01% 928
2025
Q2 		$3.17M Sell
132,935
-363,354
-73% -$7.49M 0.01% 1014
2025
Q1 		$9.55M Sell
496,289
-69,482
-12% -$1.39M 0.02% 503
2024
Q4 		$11.5M Buy
565,771
+104,642
+23% +$2.2M 0.02% 445
2024
Q3 		$9.29M Buy
461,129
+108,156
+31% +$2.33M 0.02% 502
2024
Q2 		$7.89M Buy
352,973
+250,278
+244% +$6.03M 0.02% 492
2024
Q1 		$2.89M Sell
102,695
-202,486
-66% -$5.58M 0.01% 829
2023
Q4 		$9.09M Buy
305,181
+216,325
+243% +$5.38M 0.03% 390
2023
Q3 		$2.18M Sell
88,856
-7,640
-8% -$207K 0.01% 566
2023
Q2 		$2.58M Buy
96,496
+83,882
+665% +$2.17M 0.01% 656
2023
Q1 		$339K Buy
12,614
+1,578
+14% +$46.1K ﹤0.01% 1477
2022
Q4 		$292K Sell
11,036
-3,689
-25% -$91.6K ﹤0.01% 1151
2022
Q3 		$317K Sell
14,725
-369
-2% -$9.48K ﹤0.01% 862
2022
Q2 		$352K Buy
15,094
+714
+5% +$18.3K ﹤0.01% 854
2022
Q1 		$401K Buy
+14,380
New +$439K 0.01% 642
2018
Q3 		– Sell
-7,141
Closed -$229K – 538
2018
Q2 		$229K Buy
+7,141
New +$239K 0.02% 485
2018
Q1 		– Sell
-8,128
Closed -$352K – 530
2017
Q4 		$352K Sell
8,128
-4,753
-37% -$206K 0.02% 400
2017
Q3 		$573K Buy
+12,881
New +$564K 0.04% 299

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Cerity Partners's BEN Position: Q2 2026 in Review

Cerity Partners increased its Franklin Resources (BEN) stake by 64% in Q2 2026, buying an estimated $1.8M and bringing the position to 155,150 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #1090.

Cerity Partners first reported a position in BEN in Q3 2017 and has held it in 21 quarters since. The position peaked at $11.5M in Q4 2024. 630 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cerity Partners held 155,150 shares of Franklin Resources worth $5.16M as of Q2 2026.
  • Cerity Partners bought 60,260 Franklin Resources shares in Q2 2026, an estimated $1.8M.
  • Franklin Resources made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1090 holding.
  • Cerity Partners first reported a position in Franklin Resources in Q3 2017 and has held it in 21 quarters since.
  • Cerity Partners's Franklin Resources position peaked at $11.5M in Q4 2024.
  • 630 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.