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John Boyer Inc’s Franklin Resources BEN Stock Holding History

John Boyer Inc’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 		$2.29M Buy
68,964
+2,139
+3% +$64K 1.99% 11
2026
Q1 		$1.58M Buy
66,825
+5,032
+8% +$129K 1.58% 14
2025
Q4 		$1.48M Buy
+61,793
New +$1.42M 1.5% 15

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

John Boyer Inc's BEN Position: Q2 2026 in Review

John Boyer Inc increased its Franklin Resources (BEN) stake by 3.2% in Q2 2026, buying an estimated $64K and bringing the position to 68,964 shares worth $2.29M. The position accounts for 1.99% of the portfolio, ranked #11.

John Boyer Inc first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • John Boyer Inc held 68,964 shares of Franklin Resources worth $2.29M as of Q2 2026.
  • John Boyer Inc bought 2,139 Franklin Resources shares in Q2 2026, an estimated $64K.
  • Franklin Resources made up 1.99% of John Boyer Inc's portfolio in Q2 2026, its #11 holding.
  • John Boyer Inc first reported a position in Franklin Resources in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.