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Independent Financial Group’s Franklin Resources BEN Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-17,907
Closed -$299K – 481
2020
Q1 		$299K Buy
+17,907
New +$411K 0.09% 254

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ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Independent Financial Group's BEN Position: Q2 2020 in Review

Independent Financial Group sold out of Franklin Resources (BEN) in Q2 2020, closing a stake of 17,907 shares — an estimated $299K sold.

Independent Financial Group first reported a position in BEN in Q1 2020 and held it in 1 quarter. The position peaked at $299K in Q1 2020. 483 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

  • Independent Financial Group reported no remaining Franklin Resources position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 17,907 Franklin Resources shares in Q2 2020, an estimated $299K.
  • Independent Financial Group first reported a position in Franklin Resources in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Franklin Resources position peaked at $299K in Q1 2020.
  • 483 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.