Curated Wealth Partners’s Franklin Resources BEN Stock Holding History

Curated 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	$78.5K	Buy	+31,250	New	+$936K	0.01%	632

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Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Curated Wealth Partners opened a new position in Franklin Resources (BEN) in Q2 2026: 31,250 shares worth $78.5K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

188 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Curated Wealth Partners held 31,250 shares of Franklin Resources worth $78.5K as of Q2 2026.
Franklin Resources was a new Curated Wealth Partners position in Q2 2026.
Franklin Resources made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #632 holding.
188 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

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