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SJS Investment Consulting’s Franklin Resources BEN Stock Holding History

SJS Investment Consulting’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 		$9.15K Buy
275
+191
+227% +$5.72K ﹤0.01% 1118
2026
Q1 		$1.99K Buy
84
+20
+31% +$515 ﹤0.01% 1274
2025
Q4 		$1.53K Sell
64
-2,048
-97% -$47K ﹤0.01% 1188
2025
Q3 		$48.9K Buy
2,112
+2,072
+5,180% +$51.2K 0.01% 323
2025
Q2 		$954 Buy
40
+35
+700% +$721 ﹤0.01% 876
2025
Q1 		$97 Hold
5
– – ﹤0.01% 1524
2024
Q4 		$102 Sell
5
-32
-86% -$674 ﹤0.01% 1520
2024
Q3 		$746 Sell
37
-36
-49% -$776 ﹤0.01% 1173
2024
Q2 		$1.63K Buy
73
+2
+3% +$48 ﹤0.01% 822
2024
Q1 		$2K Buy
71
+9
+15% +$248 ﹤0.01% 752
2023
Q4 		$1.85K Sell
62
-14
-18% -$348 ﹤0.01% 698
2023
Q3 		$1.87K Buy
76
+21
+38% +$568 ﹤0.01% 665
2023
Q2 		$1.47K Sell
55
-14
-20% -$362 ﹤0.01% 734
2023
Q1 		$1.86K Buy
69
+4
+6% +$117 ﹤0.01% 628
2022
Q4 		$1.72K Buy
65
+9
+16% +$224 ﹤0.01% 695
2022
Q3 		$1K Buy
+56
New +$1.44K ﹤0.01% 627
2022
Q1 		$0 Buy
+11
New +$336 ﹤0.01% 741

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
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

SJS Investment Consulting's BEN Position: Q2 2026 in Review

SJS Investment Consulting increased its Franklin Resources (BEN) stake by 227% in Q2 2026, buying an estimated $5.72K and bringing the position to 275 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

SJS Investment Consulting first reported a position in BEN in Q1 2022 and has held it in 17 quarters since. The position peaked at $48.9K in Q3 2025. 372 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SJS Investment Consulting held 275 shares of Franklin Resources worth $9.15K as of Q2 2026.
  • SJS Investment Consulting bought 191 Franklin Resources shares in Q2 2026, an estimated $5.72K.
  • Franklin Resources made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1118 holding.
  • SJS Investment Consulting first reported a position in Franklin Resources in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Franklin Resources position peaked at $48.9K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.