LRI Investments’s Franklin Resources BEN Stock Holding History

LRI Investments’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	$269K	Buy	8,078 +8,037	+19,602%	+$241K	0.02%	277
2026 Q1	$968	Hold	41	–	–	﹤0.01%	1321
2025 Q4	$979	Hold	41	–	–	﹤0.01%	1265
2025 Q3	$948	Hold	41	–	–	﹤0.01%	1261
2025 Q2	$978	Hold	41	–	–	﹤0.01%	1215
2025 Q1	$789	Hold	41	–	–	﹤0.01%	1165
2024 Q4	$832	Hold	41	–	–	﹤0.01%	1118
2024 Q3	$885	Hold	41	–	–	﹤0.01%	1109
2024 Q2	$916	Hold	41	–	–	﹤0.01%	1101
2024 Q1	$1.15K	Buy	+41	New	+$1.13K	﹤0.01%	790

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

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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's BEN Position: Q2 2026 in Review

LRI Investments increased its Franklin Resources (BEN) stake by 19,602% in Q2 2026, buying an estimated $241K and bringing the position to 8,078 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #277.

LRI Investments first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. 234 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

LRI Investments held 8,078 shares of Franklin Resources worth $269K as of Q2 2026.
LRI Investments bought 8,037 Franklin Resources shares in Q2 2026, an estimated $241K.
Franklin Resources made up 0.02% of LRI Investments's portfolio in Q2 2026, its #277 holding.
LRI Investments first reported a position in Franklin Resources in Q1 2024 and has held it in 10 quarters since.
234 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.