Investors Research Corp’s Franklin Resources BEN Stock Holding History

Investors Research Corp’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	$46.6K	Hold	1,400	–	–	0.01%	400
2026 Q1	$33.1K	Hold	1,400	–	–	0.01%	429
2025 Q4	$33.4K	Hold	1,400	–	–	0.01%	484
2025 Q3	$32.4K	Hold	1,400	–	–	0.01%	487
2025 Q2	$33.4K	Hold	1,400	–	–	0.01%	513
2025 Q1	$26.9K	Hold	1,400	–	–	0.01%	538
2024 Q4	$28.4K	Hold	1,400	–	–	0.01%	544
2024 Q3	$28.2K	Hold	1,400	–	–	0.01%	551
2024 Q2	$31.3K	Hold	1,400	–	–	0.01%	563
2024 Q1	$39.4K	Sell	1,400 -300	-18%	-$8.26K	0.01%	532
2023 Q4	$50.6K	Hold	1,700	–	–	0.01%	514
2023 Q3	$41.8K	Hold	1,700	–	–	0.01%	539
2023 Q2	$45.4K	Hold	1,700	–	–	0.01%	522
2023 Q1	$45.8K	Hold	1,700	–	–	0.01%	531
2022 Q4	$44.8K	Hold	1,700	–	–	0.01%	528
2022 Q3	$37K	Hold	1,700	–	–	0.01%	541
2022 Q2	$40K	Hold	1,700	–	–	0.01%	540
2022 Q1	$47K	Hold	1,700	–	–	0.01%	534
2021 Q4	$57K	Hold	1,700	–	–	0.02%	500
2021 Q3	$51K	Hold	1,700	–	–	0.02%	516
2021 Q2	$54K	Hold	1,700	–	–	0.02%	509
2021 Q1	$50K	Hold	1,700	–	–	0.02%	510
2020 Q4	$42K	Hold	1,700	–	–	0.02%	570
2020 Q3	$35K	Hold	1,700	–	–	0.02%	572
2020 Q2	$36K	Hold	1,700	–	–	0.02%	559
2020 Q1	$28K	Hold	1,700	–	–	0.02%	548
2019 Q4	$44K	Hold	1,700	–	–	0.02%	540
2019 Q3	$49K	Hold	1,700	–	–	0.02%	514
2019 Q2	$59K	Hold	1,700	–	–	0.03%	475
2019 Q1	$56K	Buy	+1,700	New	+$53.7K	0.03%	486

Other funds holding BEN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Investors Research Corp's BEN Position: Q2 2026 in Review

Investors Research Corp held its Franklin Resources (BEN) position steady in Q2 2026 at 1,400 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #400.

Investors Research Corp first reported a position in BEN in Q1 2019 and has held it in 30 quarters since. The position peaked at $59K in Q2 2019. 92 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Investors Research Corp held 1,400 shares of Franklin Resources worth $46.6K as of Q2 2026.
Investors Research Corp left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #400 holding.
Investors Research Corp first reported a position in Franklin Resources in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Franklin Resources position peaked at $59K in Q2 2019.
92 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.