Patton Fund Management’s Franklin Resources BEN Stock Holding History

Patton Fund 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	–	Sell	-10,205	Closed	-$241K	–	132
2026 Q1	$241K	Hold	10,205	–	–	0.04%	327
2025 Q4	$244K	Sell	10,205 -1,562	-13%	-$35.9K	0.03%	123
2025 Q3	$272K	Hold	11,767	–	–	0.05%	173
2025 Q2	$281K	Buy	+11,767	New	+$242K	0.06%	99
2022 Q1	–	Sell	-73,606	Closed	-$2.46M	–	90
2021 Q4	$2.46M	Buy	+73,606	New	+$2.42M	0.75%	41

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

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

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

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

CCG

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

Patton Fund Management's BEN Position: Q2 2026 in Review

Patton Fund Management sold out of Franklin Resources (BEN) in Q2 2026, closing a stake of 10,205 shares — an estimated $241K sold.

Patton Fund Management first reported a position in BEN in Q4 2021 and held it in 5 quarters. The position peaked at $2.46M in Q4 2021. 103 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Patton Fund Management reported no remaining Franklin Resources position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 10,205 Franklin Resources shares in Q2 2026, an estimated $241K.
Patton Fund Management first reported a position in Franklin Resources in Q4 2021 and held it in 5 quarters.
Patton Fund Management's Franklin Resources position peaked at $2.46M in Q4 2021.
103 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.