Contravisory Investment Management’s Franklin Resources BEN Stock Holding History

Contravisory Investment Management’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	$989K	Sell	29,734 -146	-0.5%	-$4.37K	0.17%	107
2026 Q1	$706K	Buy	29,880 +779	+3%	+$20K	0.14%	118
2025 Q4	$695K	Sell	29,101 -928	-3%	-$21.3K	0.14%	115
2025 Q3	$695K	Buy	30,029 +27,629	+1,151%	+$683K	0.13%	115
2025 Q2	$57.2K	Hold	2,400	–	–	0.01%	275
2025 Q1	$46.2K	Buy	+2,400	New	+$48.1K	0.01%	279
2022 Q2	–	Sell	-12,271	Closed	-$343K	–	332
2022 Q1	$343K	Sell	12,271 -145	-1%	-$4.43K	0.1%	142
2021 Q4	$416K	Buy	12,416 +145	+1%	+$4.77K	0.11%	136
2021 Q3	$365K	Hold	12,271	–	–	0.11%	134
2021 Q2	$393K	Buy	+12,271	New	+$398K	0.12%	115
2019 Q3	–	Sell	-9,508	Closed	-$331K	–	279
2019 Q2	$331K	Buy	+9,508	New	+$323K	0.13%	107
2018 Q2	–	Sell	-418	Closed	-$14K	–	329
2018 Q1	$14K	Sell	418 -90,589	-100%	-$3.68M	0.01%	253
2017 Q4	$3.94M	Sell	91,007 -10,597	-10%	-$459K	1.43%	38
2017 Q3	$4.52M	Sell	101,604 -4,419	-4%	-$194K	1.61%	33
2017 Q2	$4.75M	Buy	+106,023	New	+$4.53M	1.71%	37

Other funds holding BEN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Contravisory Investment Management's BEN Position: Q2 2026 in Review

Contravisory Investment Management reduced its Franklin Resources (BEN) stake by 0.49% in Q2 2026, selling an estimated $4.37K and leaving 29,734 shares worth $989K. The position accounts for 0.17% of the portfolio, ranked #107.

Contravisory Investment Management first reported a position in BEN in Q2 2017 and has held it in 15 quarters since. The position peaked at $4.75M in Q2 2017. 115 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Contravisory Investment Management held 29,734 shares of Franklin Resources worth $989K as of Q2 2026.
Contravisory Investment Management sold 146 Franklin Resources shares in Q2 2026, an estimated $4.37K.
Franklin Resources made up 0.17% of Contravisory Investment Management's portfolio in Q2 2026, its #107 holding.
Contravisory Investment Management first reported a position in Franklin Resources in Q2 2017 and has held it in 15 quarters since.
Contravisory Investment Management's Franklin Resources position peaked at $4.75M in Q2 2017.
115 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.