Cullen/Frost Bankers’s Franklin Resources BEN Stock Holding History

Cullen/Frost Bankers’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	$37.1K	Buy	+1,116	New	+$33.4K	﹤0.01%	942
2022 Q1	–	Sell	-5	Closed	–	–	1164
2021 Q4	$0	Buy	+5	New	+$165	﹤0.01%	1195
2020 Q4	–	Sell	-23	Closed	–	–	1070
2020 Q3	$0	Buy	+23	New	+$483	﹤0.01%	1151
2019 Q2	–	Sell	-425	Closed	-$14K	–	1023
2019 Q1	$14K	Buy	+425	New	+$13.4K	﹤0.01%	714
2015 Q4	–	Sell	-5,509	Closed	-$205K	–	374
2015 Q3	$205K	Hold	5,509	–	–	0.01%	361
2015 Q2	$270K	Sell	5,509 -2,425	-31%	-$124K	0.01%	353
2015 Q1	$407K	Buy	7,934 +425	+6%	+$22.6K	0.02%	313
2014 Q4	$416K	Buy	+7,509	New	+$415K	0.02%	319

Other funds holding BEN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ACM

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

Cullen/Frost Bankers's BEN Position: Q2 2026 in Review

Cullen/Frost Bankers opened a new position in Franklin Resources (BEN) in Q2 2026: 1,116 shares worth $37.1K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Cullen/Frost Bankers previously reported a position in BEN as recently as Q4 2021.

Cullen/Frost Bankers first reported a position in BEN in Q4 2014 and has held it in 8 quarters since. The position peaked at $416K in Q4 2014. 167 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Cullen/Frost Bankers held 1,116 shares of Franklin Resources worth $37.1K as of Q2 2026.
Franklin Resources was a new Cullen/Frost Bankers position in Q2 2026.
Franklin Resources made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #942 holding.
Cullen/Frost Bankers first reported a position in Franklin Resources in Q4 2014 and has held it in 8 quarters since.
Cullen/Frost Bankers's Franklin Resources position peaked at $416K in Q4 2014.
167 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.