Keystone Financial Planning’s Franklin Resources BEN Stock Holding History

Keystone Financial Planning’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	$3.52M	Sell	105,770 -116	-0.1%	-$3.47K	0.91%	20
2026 Q1	$2.5M	Buy	105,886 +2,344	+2%	+$60.3K	0.67%	23
2025 Q4	$2.47M	Sell	103,542 -2,168	-2%	-$49.8K	0.72%	25
2025 Q3	$2.45M	Hold	105,710	–	–	0.71%	23
2025 Q2	$2.52M	Sell	105,710 -2,284	-2%	-$47.1K	0.76%	24
2025 Q1	$2.08M	Hold	107,994	–	–	0.62%	29
2024 Q4	$2.19M	Sell	107,994 -292	-0.3%	-$6.15K	0.68%	28
2024 Q3	$2.18M	Hold	108,286	–	–	0.66%	29
2024 Q2	$2.42M	Sell	108,286 -3,942	-4%	-$94.9K	0.8%	25
2024 Q1	$3.15M	Sell	112,228 -6,795	-6%	-$187K	1.02%	24
2023 Q4	$3.55M	Hold	119,023	–	–	1.17%	23
2023 Q3	$2.93M	Hold	119,023	–	–	1.02%	25
2023 Q2	$3.18M	Buy	119,023 +4,934	+4%	+$128K	1.06%	24
2023 Q1	$3.07M	Sell	114,089 -2,889	-2%	-$84.4K	1.05%	25
2022 Q4	$3.09M	Sell	116,978 -318	-0.3%	-$7.9K	1.04%	26
2022 Q3	$2.52M	Buy	117,296 +4,171	+4%	+$107K	0.97%	26
2022 Q2	$2.64M	Sell	113,125 -1,932	-2%	-$49.4K	0.93%	30
2022 Q1	$3.21M	Sell	115,057 -744	-0.6%	-$22.7K	1.07%	27
2021 Q4	$3.88M	Sell	115,801 -217,539	-65%	-$7.16M	1.32%	25
2021 Q3	$9.91M	Buy	333,340 +2,742	+0.8%	+$85.5K	3.6%	4
2021 Q2	$10.6M	Sell	330,598 -9,436	-3%	-$306K	3.83%	3
2021 Q1	$10.1M	Hold	340,034	–	–	3.75%	2
2020 Q4	$8.5M	Sell	340,034 -216	-0.1%	-$4.82K	3.53%	4
2020 Q3	$6.92M	Sell	340,250 -135	-0%	-$2.83K	3.35%	9
2020 Q2	$7.14M	Buy	340,385 +20,096	+6%	+$379K	3.52%	10
2020 Q1	$5.35M	Buy	320,289 +92,006	+40%	+$2.11M	3.06%	16
2019 Q4	$5.93M	Buy	228,283 +207,528	+1,000%	+$5.64M	2.65%	20
2019 Q3	$599K	Sell	20,755 -201	-1%	-$6.14K	0.29%	41
2019 Q2	$729K	Sell	20,956 -22,115	-51%	-$752K	0.36%	42
2019 Q1	$1.43M	Sell	43,071 -1,880	-4%	-$59.4K	0.7%	38
2018 Q4	$1.33M	Sell	44,951 -1,669	-4%	-$51.3K	0.74%	35
2018 Q3	$1.42M	Buy	46,620 +30,236	+185%	+$974K	0.72%	36
2018 Q2	$525K	Buy	+16,384	New	+$549K	0.29%	40

Other funds holding BEN

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keystone Financial Planning's BEN Position: Q2 2026 in Review

Keystone Financial Planning reduced its Franklin Resources (BEN) stake by 0.11% in Q2 2026, selling an estimated $3.47K and leaving 105,770 shares worth $3.52M. The position accounts for 0.91% of the portfolio, ranked #20.

Keystone Financial Planning first reported a position in BEN in Q2 2018 and has held it in 33 quarters since. The position peaked at $10.6M in Q2 2021. 73 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Keystone Financial Planning held 105,770 shares of Franklin Resources worth $3.52M as of Q2 2026.
Keystone Financial Planning sold 116 Franklin Resources shares in Q2 2026, an estimated $3.47K.
Franklin Resources made up 0.91% of Keystone Financial Planning's portfolio in Q2 2026, its #20 holding.
Keystone Financial Planning first reported a position in Franklin Resources in Q2 2018 and has held it in 33 quarters since.
Keystone Financial Planning's Franklin Resources position peaked at $10.6M in Q2 2021.
73 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.