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IRON Financial’s Franklin Resources BEN Stock Holding History

IRON Financial’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 		$336K Buy
10,108
+647
+7% +$19.4K 0.14% 96
2026
Q1 		$223K Buy
+9,461
New +$243K 0.1% 128
2025
Q3 		– Sell
-9,783
Closed -$233K – 141
2025
Q2 		$233K Buy
+9,783
New +$202K 0.12% 106

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VF
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IRON Financial's BEN Position: Q2 2026 in Review

IRON Financial increased its Franklin Resources (BEN) stake by 6.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 10,108 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #96.

IRON Financial first reported a position in BEN in Q2 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • IRON Financial held 10,108 shares of Franklin Resources worth $336K as of Q2 2026.
  • IRON Financial bought 647 Franklin Resources shares in Q2 2026, an estimated $19.4K.
  • Franklin Resources made up 0.14% of IRON Financial's portfolio in Q2 2026, its #96 holding.
  • IRON Financial first reported a position in Franklin Resources in Q2 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.