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GAMMA Investing’s Franklin Resources BEN Stock Holding History

GAMMA Investing’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 		$619K Buy
18,605
+2,350
+14% +$70.4K 0.02% 559
2026
Q1 		$384K Buy
16,255
+3,085
+23% +$79.4K 0.02% 702
2025
Q4 		$315K Buy
13,170
+744
+6% +$17.1K 0.02% 736
2025
Q3 		$287K Buy
12,426
+1,744
+16% +$43.1K 0.02% 741
2025
Q2 		$255K Buy
10,682
+2,897
+37% +$59.7K 0.02% 759
2025
Q1 		$150K Buy
7,785
+226
+3% +$4.53K 0.01% 935
2024
Q4 		$153K Buy
7,559
+725
+11% +$15.3K 0.01% 834
2024
Q3 		$138K Sell
6,834
-878
-11% -$18.9K 0.01% 800
2024
Q2 		$172K Buy
7,712
+4,102
+114% +$98.8K 0.02% 550
2024
Q1 		$101K Sell
3,610
-382
-10% -$10.5K 0.02% 650
2023
Q4 		$106K Buy
+3,992
New +$99.3K 0.03% 521

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

GAMMA Investing's BEN Position: Q2 2026 in Review

GAMMA Investing increased its Franklin Resources (BEN) stake by 14% in Q2 2026, buying an estimated $70.4K and bringing the position to 18,605 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #559.

GAMMA Investing first reported a position in BEN in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • GAMMA Investing held 18,605 shares of Franklin Resources worth $619K as of Q2 2026.
  • GAMMA Investing bought 2,350 Franklin Resources shares in Q2 2026, an estimated $70.4K.
  • Franklin Resources made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #559 holding.
  • GAMMA Investing first reported a position in Franklin Resources in Q4 2023 and has held it in 11 quarters since.
  • 118 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.