Moody National Bank Trust Division’s Franklin Resources BEN Stock Holding History

Moody National Bank Trust Division’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	$424K	Hold	12,753	–	–	0.04%	368
2026 Q1	$301K	Sell	12,753 -1,035	-8%	-$26.6K	0.03%	417
2025 Q4	$329K	Buy	13,788 +930	+7%	+$21.4K	0.03%	394
2025 Q3	$297K	Hold	12,858	–	–	0.03%	416
2025 Q2	$307K	Buy	12,858 +247	+2%	+$5.09K	0.03%	403
2025 Q1	$243K	Hold	12,611	–	–	0.03%	434
2024 Q4	$256K	Buy	12,611 +1,438	+13%	+$30.3K	0.03%	424
2024 Q3	$225K	Buy	+11,173	New	+$241K	0.02%	435
2023 Q4	–	Sell	-16,260	Closed	-$400K	–	507
2023 Q3	$400K	Hold	16,260	–	–	0.03%	442
2023 Q2	$434K	Hold	16,260	–	–	0.03%	418
2023 Q1	$438K	Hold	16,260	–	–	0.04%	408
2022 Q4	$429K	Hold	16,260	–	–	0.04%	386
2022 Q3	$350K	Buy	+16,260	New	+$418K	0.04%	414
2019 Q2	–	Sell	-417	Closed	-$14K	–	431
2019 Q1	$14K	Hold	417	–	–	﹤0.01%	601
2018 Q4	$12K	Buy	+417	New	+$12.8K	﹤0.01%	579

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Moody National Bank Trust Division's BEN Position: Q2 2026 in Review

Moody National Bank Trust Division held its Franklin Resources (BEN) position steady in Q2 2026 at 12,753 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #368.

Moody National Bank Trust Division first reported a position in BEN in Q4 2018 and has held it in 15 quarters since. The position peaked at $438K in Q1 2023. 268 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Moody National Bank Trust Division held 12,753 shares of Franklin Resources worth $424K as of Q2 2026.
Moody National Bank Trust Division left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up 0.04% of Moody National Bank Trust Division's portfolio in Q2 2026, its #368 holding.
Moody National Bank Trust Division first reported a position in Franklin Resources in Q4 2018 and has held it in 15 quarters since.
Moody National Bank Trust Division's Franklin Resources position peaked at $438K in Q1 2023.
268 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.