IMA Advisory Services’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
Other funds holding BEN
PCOC
VCM
VPM
IMA Advisory Services's BEN Position: Q1 2026 in Review
IMA Advisory Services reduced its Franklin Resources (BEN) stake by 3.5% in Q1 2026, selling an estimated $103 and leaving 109 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #578.
IMA Advisory Services first reported a position in BEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.74K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- IMA Advisory Services held 109 shares of Franklin Resources worth $2.61K as of Q1 2026.
- IMA Advisory Services sold 4 Franklin Resources shares in Q1 2026, an estimated $103.
- Franklin Resources made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #578 holding.
- IMA Advisory Services first reported a position in Franklin Resources in Q4 2025 and has held it in 2 quarters since.
- IMA Advisory Services's Franklin Resources position peaked at $2.74K in Q4 2025.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.