FFA
BEN icon

Farther Finance Advisors’s Franklin Resources BEN Stock Holding History

Farther Finance Advisors’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 		$1.06M Buy
31,973
+6,051
+23% +$181K 0.01% 1061
2026
Q1 		$611K Buy
25,922
+8,019
+45% +$206K 0.01% 1258
2025
Q4 		$428K Buy
17,903
+2,843
+19% +$65.3K ﹤0.01% 1414
2025
Q3 		$348K Buy
15,060
+841
+6% +$20.8K 0.01% 1293
2025
Q2 		$339K Buy
14,219
+1,532
+12% +$31.6K 0.01% 1117
2025
Q1 		$245K Buy
12,687
+1,551
+14% +$31.1K 0.01% 1147
2024
Q4 		$226K Buy
11,136
+117
+1% +$2.46K 0.01% 932
2024
Q3 		$222K Buy
11,019
+95
+0.9% +$2.05K 0.01% 954
2024
Q2 		$242K Buy
10,924
+1,970
+22% +$47.4K 0.01% 763
2024
Q1 		$247K Buy
8,954
+317
+4% +$8.73K 0.02% 616
2023
Q4 		$257K Buy
8,637
+7,249
+522% +$180K 0.02% 494
2023
Q3 		$34.1K Buy
1,388
+23
+2% +$622 0.01% 917
2023
Q2 		$36.5K Sell
1,365
-81
-6% -$2.09K 0.01% 771
2023
Q1 		$39K Sell
1,446
-62
-4% -$1.81K 0.01% 680
2022
Q4 		$39.8K Buy
+1,508
New +$37.5K 0.02% 541

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
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
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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Farther Finance Advisors's BEN Position: Q2 2026 in Review

Farther Finance Advisors increased its Franklin Resources (BEN) stake by 23% in Q2 2026, buying an estimated $181K and bringing the position to 31,973 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1061.

Farther Finance Advisors first reported a position in BEN in Q4 2022 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Farther Finance Advisors held 31,973 shares of Franklin Resources worth $1.06M as of Q2 2026.
  • Farther Finance Advisors bought 6,051 Franklin Resources shares in Q2 2026, an estimated $181K.
  • Franklin Resources made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1061 holding.
  • Farther Finance Advisors first reported a position in Franklin Resources in Q4 2022 and has held it in 15 quarters since.
  • 118 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.