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Ironwood Investment Counsel’s Franklin Resources BEN Stock Holding History

Ironwood Investment Counsel’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 		$1.73M Buy
51,976
+8,055
+18% +$241K 0.23% 97
2026
Q1 		$1.04M Buy
43,921
+2,603
+6% +$67K 0.15% 123
2025
Q4 		$987K Sell
41,318
-193
-0.5% -$4.43K 0.14% 129
2025
Q3 		$960K Sell
41,511
-423
-1% -$10.5K 0.14% 126
2025
Q2 		$1M Buy
41,934
+1,806
+5% +$37.2K 0.15% 120
2025
Q1 		$772K Buy
40,128
+2,632
+7% +$52.7K 0.13% 130
2024
Q4 		$761K Buy
37,496
+1,034
+3% +$21.8K 0.13% 133
2024
Q3 		$735K Buy
36,462
+2,076
+6% +$44.7K 0.12% 139
2024
Q2 		$769K Sell
34,386
-720
-2% -$17.3K 0.14% 131
2024
Q1 		$987K Sell
35,106
-112
-0.3% -$3.08K 0.17% 116
2023
Q4 		$1.05M Sell
35,218
-6,740
-16% -$168K 0.2% 113
2023
Q3 		$4.32M Sell
41,958
-771
-2% -$20.9K 0.91% 34
2023
Q2 		$1.14M Buy
42,729
+212
+0.5% +$5.48K 0.26% 85
2023
Q1 		$1.15M Sell
42,517
-29
-0.1% -$847 0.27% 85
2022
Q4 		$1.12M Buy
42,546
+956
+2% +$23.7K 0.27% 90
2022
Q3 		$895K Buy
41,590
+1,788
+4% +$46K 0.26% 90
2022
Q2 		$927K Buy
39,802
+3,148
+9% +$80.5K 0.26% 87
2022
Q1 		$1.02M Buy
36,654
+633
+2% +$19.3K 0.25% 87
2021
Q4 		$1.21M Buy
36,021
+205
+0.6% +$6.75K 0.28% 80
2021
Q3 		$1.06M Buy
35,816
+567
+2% +$17.7K 0.27% 78
2021
Q2 		$1.13M Buy
35,249
+1,196
+4% +$38.7K 0.3% 76
2021
Q1 		$1.01M Sell
34,053
-103,063
-75% -$2.82M 0.29% 75
2020
Q4 		$3.43M Buy
137,116
+8,402
+7% +$188K 0.78% 39
2020
Q3 		$2.62M Buy
128,714
+8,164
+7% +$171K 0.71% 44
2020
Q2 		$2.53M Buy
120,550
+34,215
+40% +$646K 0.77% 39
2020
Q1 		$1.44M Buy
+86,335
New +$1.98M 0.57% 56

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
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
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

Ironwood Investment Counsel's BEN Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Franklin Resources (BEN) stake by 18% in Q2 2026, buying an estimated $241K and bringing the position to 51,976 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #97.

Ironwood Investment Counsel first reported a position in BEN in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.32M in Q3 2023. 348 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Ironwood Investment Counsel held 51,976 shares of Franklin Resources worth $1.73M as of Q2 2026.
  • Ironwood Investment Counsel bought 8,055 Franklin Resources shares in Q2 2026, an estimated $241K.
  • Franklin Resources made up 0.23% of Ironwood Investment Counsel's portfolio in Q2 2026, its #97 holding.
  • Ironwood Investment Counsel first reported a position in Franklin Resources in Q1 2020 and has held it in 26 quarters since.
  • Ironwood Investment Counsel's Franklin Resources position peaked at $4.32M in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.