Institute for Wealth Management’s Franklin Resources BEN Stock Holding History

Institute for Wealth 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	$8.02K	Buy	+241	New	+$7.22K	﹤0.01%	1361

Other funds holding BEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Institute for Wealth Management's BEN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Franklin Resources (BEN) in Q2 2026: 241 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings.

372 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Institute for Wealth Management held 241 shares of Franklin Resources worth $8.02K as of Q2 2026.
Franklin Resources was a new Institute for Wealth Management position in Q2 2026.
Franklin Resources made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1361 holding.
372 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.