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Root Financial Partners’s Franklin Resources BEN Stock Holding History

Root Financial Partners’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
-1,447
Closed -$34.2K – 722
2026
Q1 		$34.2K Buy
1,447
+159
+12% +$4.09K ﹤0.01% 1044
2025
Q4 		$30.8K Buy
1,288
+201
+18% +$4.62K ﹤0.01% 930
2025
Q3 		$25.1K Buy
+1,087
New +$26.9K ﹤0.01% 1000

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

Root Financial Partners's BEN Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Resources (BEN) in Q2 2026, closing a stake of 1,447 shares — an estimated $34.2K sold.

Root Financial Partners first reported a position in BEN in Q3 2025 and held it in 3 quarters. The position peaked at $34.2K in Q1 2026. 208 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,447 Franklin Resources shares in Q2 2026, an estimated $34.2K.
  • Root Financial Partners first reported a position in Franklin Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Resources position peaked at $34.2K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.