Farmers & Merchants Investments Inc’s Franklin Resources BEN Stock Holding History

Farmers & Merchants Investments 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	$7.15K	Hold	215	–	–	﹤0.01%	904
2026 Q1	$5.08K	Hold	215	–	–	﹤0.01%	967
2025 Q4	$5.14K	Hold	215	–	–	﹤0.01%	960
2025 Q3	$4.97K	Hold	215	–	–	﹤0.01%	977
2025 Q2	$5.13K	Buy	215 +24	+13%	+$495	﹤0.01%	935
2025 Q1	$3.68K	Hold	191	–	–	﹤0.01%	1003
2024 Q4	$3.88K	Hold	191	–	–	﹤0.01%	863
2024 Q3	$3.85K	Hold	191	–	–	﹤0.01%	879
2024 Q2	$4.27K	Hold	191	–	–	﹤0.01%	825
2024 Q1	$5.37K	Hold	191	–	–	﹤0.01%	741
2023 Q4	$5.69K	Hold	191	–	–	﹤0.01%	732
2023 Q3	$4.7K	Hold	191	–	–	﹤0.01%	745
2023 Q2	$5.1K	Sell	191 -31	-14%	-$801	﹤0.01%	751
2023 Q1	$5.98K	Buy	222 +31	+16%	+$906	﹤0.01%	706
2022 Q4	$5.04K	Hold	191	–	–	﹤0.01%	762
2022 Q3	$4K	Buy	191 +35	+22%	+$900	﹤0.01%	772
2022 Q2	$4K	Hold	156	–	–	﹤0.01%	874
2022 Q1	$4K	Hold	156	–	–	﹤0.01%	893
2021 Q4	$5K	Hold	156	–	–	﹤0.01%	886
2021 Q3	$5K	Sell	156 -72	-32%	-$2.25K	﹤0.01%	843
2021 Q2	$7K	Buy	228 +72	+46%	+$2.33K	﹤0.01%	722
2021 Q1	$5K	Hold	156	–	–	﹤0.01%	755
2020 Q4	$4K	Hold	156	–	–	﹤0.01%	778
2020 Q3	$3K	Hold	156	–	–	﹤0.01%	772
2020 Q2	$3K	Buy	156 +25	+19%	+$472	﹤0.01%	773
2020 Q1	$2K	Hold	131	–	–	﹤0.01%	777
2019 Q4	$3K	Hold	131	–	–	﹤0.01%	799
2019 Q3	$4K	Hold	131	–	–	﹤0.01%	763
2019 Q2	$5K	Buy	131 +11	+9%	+$374	﹤0.01%	720
2019 Q1	$4K	Sell	120 -6	-5%	-$189	﹤0.01%	751
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	678
2018 Q3	$4K	Buy	126 +8	+7%	+$258	﹤0.01%	741
2018 Q2	$4K	Hold	118	–	–	﹤0.01%	738
2018 Q1	$4K	Sell	118 -450	-79%	-$18.3K	﹤0.01%	722
2017 Q4	$25K	Sell	568 -34	-6%	-$1.47K	﹤0.01%	398
2017 Q3	$27K	Buy	602 +47	+8%	+$2.06K	﹤0.01%	381
2017 Q2	$25K	Buy	555 +60	+12%	+$2.56K	﹤0.01%	407
2017 Q1	$21K	Hold	495	–	–	﹤0.01%	396
2016 Q4	$20K	Sell	495 -1,000	-67%	-$37.4K	﹤0.01%	428
2016 Q3	$53K	Hold	1,495	–	–	0.01%	285
2016 Q2	$50K	Sell	1,495 -1,800	-55%	-$65.4K	0.01%	270
2016 Q1	$129K	Sell	3,295 -12,000	-78%	-$425K	0.02%	221
2015 Q4	$563K	Sell	15,295 -6,000	-28%	-$235K	0.07%	164
2015 Q3	$793K	Hold	21,295	–	–	0.11%	146
2015 Q2	$1.04M	Hold	21,295	–	–	0.13%	144
2015 Q1	$1.09M	Hold	21,295	–	–	0.14%	141
2014 Q4	$1.18M	Sell	21,295 -450	-2%	-$24.9K	0.15%	141
2014 Q3	$1.19M	Sell	21,745 -1,750	-7%	-$98K	0.16%	139
2014 Q2	$1.36M	Hold	23,495	–	–	0.18%	135
2014 Q1	$1.27M	Sell	23,495 -90	-0.4%	-$4.84K	0.18%	134
2013 Q4	$1.36M	Buy	23,585 +7,800	+49%	+$420K	0.2%	130
2013 Q3	$798K	Sell	15,785 -172	-1%	-$8.3K	0.13%	140
2013 Q2	$723K	Buy	+15,957	New	+$812K	0.11%	146

Other funds holding BEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

AIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Farmers & Merchants Investments Inc's BEN Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Franklin Resources (BEN) position steady in Q2 2026 at 215 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Farmers & Merchants Investments Inc first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q4 2013. 410 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Farmers & Merchants Investments Inc held 215 shares of Franklin Resources worth $7.15K as of Q2 2026.
Farmers & Merchants Investments Inc left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #904 holding.
Farmers & Merchants Investments Inc first reported a position in Franklin Resources in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's Franklin Resources position peaked at $1.36M in Q4 2013.
410 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.