EI
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Ethic Inc’s Franklin Resources BEN Stock Holding History

Ethic Inc’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 		$2.15M Buy
64,489
+13,575
+27% +$406K 0.03% 490
2026
Q1 		$1.2M Sell
50,914
-1,286
-2% -$33.1K 0.02% 607
2025
Q4 		$1.25M Sell
52,200
-19,684
-27% -$452K 0.02% 572
2025
Q3 		$1.66M Sell
71,884
-12,478
-15% -$308K 0.03% 494
2025
Q2 		$2.01M Buy
84,362
+16,950
+25% +$349K 0.04% 435
2025
Q1 		$1.3M Sell
67,412
-1,677
-2% -$33.6K 0.03% 527
2024
Q4 		$1.4M Buy
69,089
+8,686
+14% +$183K 0.03% 511
2024
Q3 		$1.7M Sell
60,403
-7,739
-11% -$167K 0.04% 430
2024
Q2 		$1.52M Buy
68,142
+7,739
+13% +$186K 0.04% 460
2024
Q1 		$1.7M Buy
60,403
+14,283
+31% +$393K 0.04% 431
2023
Q4 		$1.37M Buy
46,120
+1,518
+3% +$37.8K 0.04% 459
2023
Q3 		$1.1M Sell
44,602
-12,488
-22% -$338K 0.04% 453
2023
Q2 		$1.52M Sell
57,090
-27,546
-33% -$712K 0.06% 363
2023
Q1 		$2.28M Buy
84,636
+6,468
+8% +$189K 0.09% 263
2022
Q4 		$2.06M Buy
78,168
+12,890
+20% +$320K 0.11% 233
2022
Q3 		$1.41M Buy
65,278
+17,445
+36% +$448K 0.1% 266
2022
Q2 		$1.11M Buy
47,833
+22,008
+85% +$563K 0.08% 297
2022
Q1 		$721K Buy
+25,825
New +$789K 0.05% 377
2021
Q3 		– Sell
-10,425
Closed -$333K – 613
2021
Q2 		$333K Buy
+10,425
New +$338K 0.04% 420

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VF
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethic Inc's BEN Position: Q2 2026 in Review

Ethic Inc increased its Franklin Resources (BEN) stake by 27% in Q2 2026, buying an estimated $406K and bringing the position to 64,489 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #490.

Ethic Inc first reported a position in BEN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q1 2023. 208 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Ethic Inc held 64,489 shares of Franklin Resources worth $2.15M as of Q2 2026.
  • Ethic Inc bought 13,575 Franklin Resources shares in Q2 2026, an estimated $406K.
  • Franklin Resources made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #490 holding.
  • Ethic Inc first reported a position in Franklin Resources in Q2 2021 and has held it in 19 quarters since.
  • Ethic Inc's Franklin Resources position peaked at $2.28M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.