J.W. Cole Advisors’s Franklin Resources BEN Stock Holding History

J.W. Cole Advisors’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	$2.17M	Buy	+65,251	New	+$1.95M	0.04%	474
2026 Q1	–	Sell	-70,143	Closed	-$1.67M	–	811
2025 Q4	$1.67M	Buy	70,143 +4,420	+7%	+$101K	0.04%	453
2025 Q3	$1.52M	Sell	65,723 -236	-0.4%	-$5.83K	0.03%	563
2025 Q2	$1.57M	Buy	65,959 +292	+0.4%	+$6.02K	0.03%	503
2025 Q1	$1.26M	Buy	+65,667	New	+$1.32M	0.04%	458

Other funds holding BEN

AIM

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

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

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 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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ACM

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

J.W. Cole Advisors's BEN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Franklin Resources (BEN) in Q2 2026: 65,251 shares worth $2.17M. The stake represents 0.04% of the portfolio and ranks #474 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BEN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BEN in Q1 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

J.W. Cole Advisors held 65,251 shares of Franklin Resources worth $2.17M as of Q2 2026.
Franklin Resources was a new J.W. Cole Advisors position in Q2 2026.
Franklin Resources made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #474 holding.
J.W. Cole Advisors first reported a position in Franklin Resources in Q1 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.