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MassMutual Private Wealth & Trust’s Franklin Resources BEN Stock Holding History

MassMutual Private Wealth & Trust’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 		$12.9K Buy
388
+3
+0.8% +$90 ﹤0.01% 1286
2026
Q1 		$9.09K Buy
385
+10
+3% +$257 ﹤0.01% 1412
2025
Q4 		$8.96K Buy
375
+26
+7% +$597 ﹤0.01% 1436
2025
Q3 		$8.07K Hold
349
– – ﹤0.01% 1479
2025
Q2 		$8.32K Sell
349
-284
-45% -$5.85K ﹤0.01% 1432
2025
Q1 		$12.2K Buy
633
+208
+49% +$4.17K ﹤0.01% 1229
2024
Q4 		$8.62K Sell
425
-451
-51% -$9.5K ﹤0.01% 1320
2024
Q3 		$17.7K Sell
876
-237
-21% -$5.11K ﹤0.01% 937
2024
Q2 		$24.9K Buy
1,113
+56
+5% +$1.35K ﹤0.01% 806
2024
Q1 		$29.7K Sell
1,057
-54
-5% -$1.49K ﹤0.01% 732
2023
Q4 		$33.1K Buy
1,111
+665
+149% +$16.5K ﹤0.01% 702
2023
Q3 		$11K Buy
446
+50
+13% +$1.35K ﹤0.01% 968
2023
Q2 		$10.6K Sell
396
-332
-46% -$8.58K ﹤0.01% 947
2023
Q1 		$19.6K Buy
728
+399
+121% +$11.7K ﹤0.01% 733
2022
Q4 		$9K Sell
329
-92
-22% -$2.29K ﹤0.01% 812
2022
Q3 		$9K Buy
421
+25
+6% +$643 ﹤0.01% 772
2022
Q2 		$9K Buy
396
+60
+18% +$1.53K ﹤0.01% 732
2022
Q1 		$9K Buy
336
+104
+45% +$3.18K ﹤0.01% 755
2021
Q4 		$8K Buy
232
+97
+72% +$3.19K ﹤0.01% 764
2021
Q3 		$4K Sell
135
-37
-22% -$1.15K ﹤0.01% 914
2021
Q2 		$6K Buy
172
+37
+27% +$1.2K ﹤0.01% 780
2021
Q1 		$4K Buy
135
+34
+34% +$929 ﹤0.01% 747
2020
Q4 		$3K Buy
+101
New +$2.25K ﹤0.01% 725
2020
Q1 		– Sell
-78
Closed -$2K – 672
2019
Q4 		$2K Hold
78
– – ﹤0.01% 744
2019
Q3 		$2K Hold
78
– – ﹤0.01% 748
2019
Q2 		$3K Hold
78
– – ﹤0.01% 687
2019
Q1 		$2.58K Sell
78
-510
-87% -$16.1K ﹤0.01% 761
2018
Q4 		$17.4K Sell
588
-3,345
-85% -$103K ﹤0.01% 499
2018
Q3 		$120K Buy
3,933
+665
+20% +$21.4K 0.01% 367
2018
Q2 		$105K Sell
3,268
-75,252
-96% -$2.52M 0.01% 370
2018
Q1 		$2.72M Buy
78,520
+822
+1% +$33.4K 0.23% 112
2017
Q4 		$3.37M Sell
77,698
-645
-0.8% -$27.9K 0.28% 91
2017
Q3 		$3.49M Buy
78,343
+7,585
+11% +$332K 0.29% 98
2017
Q2 		$3.17M Buy
70,758
+4,258
+6% +$182K 0.28% 103
2017
Q1 		$2.8M Buy
66,500
+65,265
+5,285% +$2.71M 0.26% 110
2016
Q4 		$48.9K Buy
+1,235
New +$46.2K 0.01% 359
2016
Q2 		$33.5K Buy
1,005
+520
+107% +$18.9K ﹤0.01% 428
2016
Q1 		$18.9K Sell
485
-23
-5% -$814 ﹤0.01% 456
2015
Q4 		$18.7K Buy
508
+196
+63% +$7.67K ﹤0.01% 428
2015
Q3 		$17K Buy
312
+132
+73% +$5.71K ﹤0.01% 467
2015
Q2 		$10.4K Sell
180
-160
-47% -$8.21K ﹤0.01% 487
2015
Q1 		$17.4K Hold
340
– – ﹤0.01% 438
2014
Q4 		$18.8K Buy
340
+28
+9% +$1.55K 0.01% 338
2014
Q3 		$17K Buy
312
+132
+73% +$7.39K ﹤0.01% 459
2014
Q2 		$10.4K Hold
180
– – ﹤0.01% 354
2014
Q1 		$9.75K Buy
180
+48
+36% +$2.58K 0.01% 339
2013
Q4 		$7.62K Buy
+132
New +$7.12K 0.01% 326

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's BEN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Franklin Resources (BEN) stake by 0.78% in Q2 2026, buying an estimated $90 and bringing the position to 388 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

MassMutual Private Wealth & Trust first reported a position in BEN in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.49M in Q3 2017. 235 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 388 shares of Franklin Resources worth $12.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 3 Franklin Resources shares in Q2 2026, an estimated $90.
  • Franklin Resources made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1286 holding.
  • MassMutual Private Wealth & Trust first reported a position in Franklin Resources in Q4 2013 and has held it in 47 quarters since.
  • MassMutual Private Wealth & Trust's Franklin Resources position peaked at $3.49M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.