Indiana Trust & Investment Management’s Franklin Resources BEN Stock Holding History

Indiana Trust & Investment 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	$270K	Hold	8,119	–	–	0.07%	158
2026 Q1	$192K	Hold	8,119	–	–	0.06%	177
2025 Q4	$194K	Hold	8,119	–	–	0.06%	175
2025 Q3	$188K	Hold	8,119	–	–	0.06%	177
2025 Q2	$194K	Hold	8,119	–	–	0.06%	173
2025 Q1	$156K	Hold	8,119	–	–	0.06%	187
2024 Q4	$165K	Hold	8,119	–	–	0.06%	187
2024 Q3	$164K	Hold	8,119	–	–	0.06%	188
2024 Q2	$181K	Hold	8,119	–	–	0.07%	172
2024 Q1	$228K	Hold	8,119	–	–	0.09%	146
2023 Q4	$242K	Hold	8,119	–	–	0.11%	139
2023 Q3	$200K	Hold	8,119	–	–	0.1%	144
2023 Q2	$217K	Hold	8,119	–	–	0.11%	103
2023 Q1	$219K	Hold	8,119	–	–	0.12%	105
2022 Q4	$214	Buy	+8,119	New	+$202K	0.12%	108
2022 Q3	–	Sell	-12,035	Closed	-$281K	–	111
2022 Q2	$281K	Hold	12,035	–	–	0.16%	92
2022 Q1	$336K	Hold	12,035	–	–	0.16%	92
2021 Q4	$403K	Hold	12,035	–	–	0.19%	81
2021 Q3	$358K	Sell	12,035 -6,500	-35%	-$203K	0.18%	86
2021 Q2	$463K	Buy	18,535 +6,000	+48%	+$194K	0.25%	70
2021 Q1	$371K	Sell	12,535 -6,000	-32%	-$164K	0.2%	82
2020 Q4	$463K	Hold	18,535	–	–	0.25%	70
2020 Q3	$377K	Hold	18,535	–	–	0.23%	73
2020 Q2	$389K	Hold	18,535	–	–	0.24%	68
2020 Q1	$309K	Buy	18,535 +594	+3%	+$13.6K	0.22%	79
2019 Q4	$466K	Hold	17,941	–	–	0.26%	72
2019 Q3	$518K	Sell	17,941 -2,000	-10%	-$61.1K	0.29%	67
2019 Q2	$694K	Buy	+19,941	New	+$678K	0.38%	58

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Indiana Trust & Investment Management's BEN Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Franklin Resources (BEN) position steady in Q2 2026 at 8,119 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #158.

Indiana Trust & Investment Management first reported a position in BEN in Q2 2019 and has held it in 28 quarters since. The position peaked at $694K in Q2 2019. 290 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Indiana Trust & Investment Management held 8,119 shares of Franklin Resources worth $270K as of Q2 2026.
Indiana Trust & Investment Management left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #158 holding.
Indiana Trust & Investment Management first reported a position in Franklin Resources in Q2 2019 and has held it in 28 quarters since.
Indiana Trust & Investment Management's Franklin Resources position peaked at $694K in Q2 2019.
290 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.