Ferguson Wellman Capital Management’s Franklin Resources BEN Stock Holding History

Ferguson Wellman Capital Management’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	$663K	Hold	19,915	–	–	0.01%	280
2026 Q1	$470K	Hold	19,915	–	–	0.01%	295
2025 Q4	$476K	Hold	19,915	–	–	0.01%	253
2025 Q3	$461K	Sell	19,915 -585	-3%	-$14.5K	0.01%	257
2025 Q2	$489K	Hold	20,500	–	–	0.01%	246
2025 Q1	$395K	Hold	20,500	–	–	0.01%	267
2024 Q4	$416K	Sell	20,500 -15,715	-43%	-$331K	0.01%	262
2024 Q3	$730K	Sell	36,215 -373	-1%	-$8.04K	0.01%	208
2024 Q2	$818K	Sell	36,588 -1,242	-3%	-$29.9K	0.02%	195
2024 Q1	$1.06M	Sell	37,830 -570	-1%	-$15.7K	0.02%	187
2023 Q4	$1.14M	Sell	38,400 -2,140	-5%	-$53.2K	0.03%	184
2023 Q3	$996K	Hold	40,540	–	–	0.02%	182
2023 Q2	$1.08M	Sell	40,540 -1,310	-3%	-$33.9K	0.03%	186
2023 Q1	$1.13M	Sell	41,850 -1,720	-4%	-$50.2K	0.03%	180
2022 Q4	$1.15M	Buy	43,570 +3,500	+9%	+$86.9K	0.03%	178
2022 Q3	$862K	Hold	40,070	–	–	0.03%	170
2022 Q2	$934K	Hold	40,070	–	–	0.03%	175
2022 Q1	$1.12M	Hold	40,070	–	–	0.04%	174
2021 Q4	$1.34M	Hold	40,070	–	–	0.04%	161
2021 Q3	$1.19M	Hold	40,070	–	–	0.04%	172
2021 Q2	$1.28M	Hold	40,070	–	–	0.04%	165
2021 Q1	$1.19M	Hold	40,070	–	–	0.04%	169
2020 Q4	$1M	Sell	40,070 -6,300	-14%	-$141K	0.02%	225
2020 Q3	$944K	Sell	46,370 -450	-1%	-$9.45K	0.03%	216
2020 Q2	$982K	Sell	46,820 -1,200	-2%	-$22.6K	0.03%	204
2020 Q1	$801K	Hold	48,020	–	–	0.03%	205
2019 Q4	$1.25M	Hold	48,020	–	–	0.04%	203
2019 Q3	$1.39M	Sell	48,020 -5,750	-11%	-$176K	0.04%	190
2019 Q2	$1.87M	Sell	53,770 -200	-0.4%	-$6.8K	0.06%	157
2019 Q1	$1.79M	Sell	53,970 -1,650	-3%	-$52.1K	0.06%	169
2018 Q4	$1.65M	Sell	55,620 -8,300	-13%	-$255K	0.06%	179
2018 Q3	$1.94M	Sell	63,920 -3,250	-5%	-$105K	0.06%	160
2018 Q2	$2.15M	Sell	67,170 -5,950	-8%	-$199K	0.08%	160
2018 Q1	$2.54M	Hold	73,120	–	–	0.09%	158
2017 Q4	$3.17M	Hold	73,120	–	–	0.11%	146
2017 Q3	$3.25M	Hold	73,120	–	–	0.12%	139
2017 Q2	$3.27M	Hold	73,120	–	–	0.12%	136
2017 Q1	$3.08M	Sell	73,120 -300	-0.4%	-$12.4K	0.12%	139
2016 Q4	$2.91M	Buy	73,420 +500	+0.7%	+$18.7K	0.12%	142
2016 Q3	$2.59M	Sell	72,920 -3,000	-4%	-$106K	0.11%	134
2016 Q2	$2.53M	Hold	75,920	–	–	0.11%	136
2016 Q1	$2.96M	Sell	75,920 -3,000	-4%	-$106K	0.13%	128
2015 Q4	$2.91M	Sell	78,920 -100	-0.1%	-$3.91K	0.12%	142
2015 Q3	$2.94M	Sell	79,020 -400	-0.5%	-$17.3K	0.13%	140
2015 Q2	$3.89M	Sell	79,420 -3,600	-4%	-$185K	0.16%	137
2015 Q1	$4.26M	Sell	83,020 -1,125	-1%	-$59.7K	0.18%	128
2014 Q4	$4.66M	Buy	84,145 +75	+0.1%	+$4.14K	0.19%	122
2014 Q3	$4.59M	Sell	84,070 -114	-0.1%	-$6.38K	0.2%	121
2014 Q2	$4.87M	Buy	84,184 +114	+0.1%	+$6.24K	0.21%	119
2014 Q1	$4.55M	Sell	84,070 -390	-0.5%	-$21K	0.2%	119
2013 Q4	$4.88M	Sell	84,460 -500	-0.6%	-$27K	0.22%	113
2013 Q3	$4.29M	Buy	84,960 +2,700	+3%	+$130K	0.21%	112
2013 Q2	$3.73M	Buy	+82,260	New	+$4.19M	0.29%	71

Other funds holding BEN

AIM

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

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

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAMI

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

ACM

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

Ferguson Wellman Capital Management's BEN Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Franklin Resources (BEN) position steady in Q2 2026 at 19,915 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #280.

Ferguson Wellman Capital Management first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.88M in Q4 2013. 168 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Ferguson Wellman Capital Management held 19,915 shares of Franklin Resources worth $663K as of Q2 2026.
Ferguson Wellman Capital Management left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #280 holding.
Ferguson Wellman Capital Management first reported a position in Franklin Resources in Q2 2013 and has held it in 53 quarters since.
Ferguson Wellman Capital Management's Franklin Resources position peaked at $4.88M in Q4 2013.
168 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.