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Investment Research Partners’s Franklin Resources BEN Stock Holding History

Investment Research Partners’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 		$372K Buy
11,187
+2,172
+24% +$65K 0.13% 182
2026
Q1 		$213K Buy
+9,015
New +$232K 0.09% 225
2025
Q4 		– Sell
-8,743
Closed -$201K – 235
2025
Q3 		$201K Buy
+8,743
New +$216K 0.09% 218

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Investment Research Partners's BEN Position: Q2 2026 in Review

Investment Research Partners increased its Franklin Resources (BEN) stake by 24% in Q2 2026, buying an estimated $65K and bringing the position to 11,187 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #182.

Investment Research Partners first reported a position in BEN in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Investment Research Partners held 11,187 shares of Franklin Resources worth $372K as of Q2 2026.
  • Investment Research Partners bought 2,172 Franklin Resources shares in Q2 2026, an estimated $65K.
  • Franklin Resources made up 0.13% of Investment Research Partners's portfolio in Q2 2026, its #182 holding.
  • Investment Research Partners first reported a position in Franklin Resources in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.