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Key Capital Management’s Franklin Resources BEN Stock Holding History

Key Capital Management’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 		$12.3K Sell
369
-732
-66% -$21.9K 0.01% 312
2026
Q1 		$26K Buy
1,101
+654
+146% +$16.8K 0.02% 211
2025
Q4 		$10.7K Buy
+447
New +$10.3K 0.01% 268

Other funds holding BEN

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
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Key Capital Management's BEN Position: Q2 2026 in Review

Key Capital Management reduced its Franklin Resources (BEN) stake by 66% in Q2 2026, selling an estimated $21.9K and leaving 369 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Key Capital Management first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $26K in Q1 2026. 311 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Key Capital Management held 369 shares of Franklin Resources worth $12.3K as of Q2 2026.
  • Key Capital Management sold 732 Franklin Resources shares in Q2 2026, an estimated $21.9K.
  • Franklin Resources made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #312 holding.
  • Key Capital Management first reported a position in Franklin Resources in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Franklin Resources position peaked at $26K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.