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Eastern Bank’s Franklin Resources BEN Stock Holding History

Eastern Bank’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 		$16.6K Hold
500
– – ﹤0.01% 799
2026
Q1 		$11.8K Hold
500
– – ﹤0.01% 815
2025
Q4 		$11.9K Hold
500
– – ﹤0.01% 846
2025
Q3 		$11.6K Hold
500
– – ﹤0.01% 813
2025
Q2 		$11.9K Hold
500
– – ﹤0.01% 737
2025
Q1 		$9.63K Hold
500
– – ﹤0.01% 788
2024
Q4 		$10.1K Hold
500
– – ﹤0.01% 779
2024
Q3 		$10.1K Buy
+500
New +$10.8K ﹤0.01% 764

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
Wealth Enhancement Advisory Services
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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank's BEN Position: Q2 2026 in Review

Eastern Bank held its Franklin Resources (BEN) position steady in Q2 2026 at 500 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Eastern Bank first reported a position in BEN in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Eastern Bank held 500 shares of Franklin Resources worth $16.6K as of Q2 2026.
  • Eastern Bank left its Franklin Resources share count unchanged in Q2 2026.
  • Franklin Resources made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #799 holding.
  • Eastern Bank first reported a position in Franklin Resources in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.