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Clark Wealth Partners’s Franklin Resources BEN Stock Holding History

Clark Wealth 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 		$5.28K Hold
157
– – ﹤0.01% 301
2026
Q1 		$3.76K Hold
157
– – ﹤0.01% 369
2025
Q4 		$3.75K Hold
157
– – ﹤0.01% 367
2025
Q3 		$3.75K Hold
157
– – ﹤0.01% 367
2025
Q2 		$3.74K Buy
+157
New +$3.23K ﹤0.01% 318

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

Clark Wealth Partners's BEN Position: Q2 2026 in Review

Clark Wealth Partners held its Franklin Resources (BEN) position steady in Q2 2026 at 157 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Clark Wealth Partners first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 630 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Clark Wealth Partners held 157 shares of Franklin Resources worth $5.28K as of Q2 2026.
  • Clark Wealth Partners left its Franklin Resources share count unchanged in Q2 2026.
  • Franklin Resources made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Clark Wealth Partners first reported a position in Franklin Resources in Q2 2025 and has held it in 5 quarters since.
  • 630 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.