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Sachetta’s Franklin Resources BEN Stock Holding History

Sachetta’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 		$3.66K Buy
110
+17
+18% +$509 ﹤0.01% 733
2026
Q1 		$2.2K Buy
93
+25
+37% +$643 ﹤0.01% 874
2025
Q4 		$1.63K Hold
68
– – ﹤0.01% 829
2025
Q3 		$1.57K Hold
68
– – ﹤0.01% 879
2025
Q2 		$1.62K Sell
68
-10
-13% -$206 ﹤0.01% 864
2025
Q1 		$1.51K Buy
+78
New +$1.56K ﹤0.01% 850
2024
Q3 		– Sell
-51
Closed -$1.16K – 1226
2024
Q2 		$1.16K Buy
+51
New +$1.23K ﹤0.01% 1012

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
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
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

Sachetta's BEN Position: Q2 2026 in Review

Sachetta increased its Franklin Resources (BEN) stake by 18% in Q2 2026, buying an estimated $509 and bringing the position to 110 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Sachetta first reported a position in BEN in Q2 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sachetta held 110 shares of Franklin Resources worth $3.66K as of Q2 2026.
  • Sachetta bought 17 Franklin Resources shares in Q2 2026, an estimated $509.
  • Franklin Resources made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #733 holding.
  • Sachetta first reported a position in Franklin Resources in Q2 2024 and has held it in 7 quarters since.
  • 104 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.