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SlateStone Wealth’s Franklin Resources BEN Stock Holding History

SlateStone Wealth’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 		$951K Sell
28,576
-1,100
-4% -$32.9K 0.07% 170
2026
Q1 		$701K Buy
29,676
+2,200
+8% +$56.6K 0.06% 191
2025
Q4 		$656K Sell
27,476
-250
-0.9% -$5.74K 0.05% 197
2025
Q3 		$641K Buy
27,726
+300
+1% +$7.42K 0.06% 194
2025
Q2 		$654K Hold
27,426
– – 0.06% 189
2025
Q1 		$528K Buy
27,426
+3,350
+14% +$67.1K 0.05% 199
2024
Q4 		$489K Sell
24,076
-3,500
-13% -$73.7K 0.05% 207
2024
Q3 		$556K Hold
27,576
– – 0.05% 201
2024
Q2 		$616K Buy
27,576
+49
+0.2% +$1.18K 0.07% 186
2024
Q1 		$774K Buy
+27,527
New +$758K 0.08% 169

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
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

SlateStone Wealth's BEN Position: Q2 2026 in Review

SlateStone Wealth reduced its Franklin Resources (BEN) stake by 3.7% in Q2 2026, selling an estimated $32.9K and leaving 28,576 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #170.

SlateStone Wealth first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SlateStone Wealth held 28,576 shares of Franklin Resources worth $951K as of Q2 2026.
  • SlateStone Wealth sold 1,100 Franklin Resources shares in Q2 2026, an estimated $32.9K.
  • Franklin Resources made up 0.07% of SlateStone Wealth's portfolio in Q2 2026, its #170 holding.
  • SlateStone Wealth first reported a position in Franklin Resources in Q1 2024 and has held it in 10 quarters since.
  • 131 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.