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Clayton Financial Group’s Franklin Resources BEN Stock Holding History

Clayton Financial Group’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 		– Sell
-37
Closed -$874 – 116
2026
Q1 		$874 Hold
37
– – ﹤0.01% 571
2025
Q4 		$884 Buy
+37
New +$850 ﹤0.01% 557

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FCBT
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Clayton Financial Group's BEN Position: Q2 2026 in Review

Clayton Financial Group sold out of Franklin Resources (BEN) in Q2 2026, closing a stake of 37 shares — an estimated $874 sold.

Clayton Financial Group first reported a position in BEN in Q4 2025 and held it in 2 quarters. The position peaked at $884 in Q4 2025. 220 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Clayton Financial Group reported no remaining Franklin Resources position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 37 Franklin Resources shares in Q2 2026, an estimated $874.
  • Clayton Financial Group first reported a position in Franklin Resources in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Franklin Resources position peaked at $884 in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.