Cromwell Holdings’s Franklin Resources BEN Stock Holding History

Cromwell Holdings’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	$17.9K	Buy	534 +24	+5%	+$719	0.01%	580
2026 Q1	$12.2K	Hold	510	–	–	0.01%	582
2025 Q4	$12.4K	Hold	510	–	–	0.01%	584
2025 Q3	$12K	Hold	510	–	–	0.01%	604
2025 Q2	$12.3K	Buy	+510	New	+$10.5K	0.01%	586
2024 Q3	–	Sell	-126	Closed	-$2.85K	–	613
2024 Q2	$2.85K	Buy	+126	New	+$3.03K	﹤0.01%	608

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

Cromwell Holdings's BEN Position: Q2 2026 in Review

Cromwell Holdings increased its Franklin Resources (BEN) stake by 4.7% in Q2 2026, buying an estimated $719 and bringing the position to 534 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #580.

Cromwell Holdings first reported a position in BEN in Q2 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Cromwell Holdings held 534 shares of Franklin Resources worth $17.9K as of Q2 2026.
Cromwell Holdings bought 24 Franklin Resources shares in Q2 2026, an estimated $719.
Franklin Resources made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #580 holding.
Cromwell Holdings first reported a position in Franklin Resources in Q2 2024 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.