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Sound Income Strategies’s Franklin Resources BEN Stock Holding History

Sound Income Strategies’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 		$15.8M Sell
476,002
-70,132
-13% -$2.1M 0.71% 49
2026
Q1 		$12.9M Sell
546,134
-12,517
-2% -$322K 0.62% 56
2025
Q4 		$14.5M Sell
558,651
-8,513
-2% -$195K 0.69% 51
2025
Q3 		$13.4M Sell
567,164
-15,852
-3% -$392K 0.73% 50
2025
Q2 		$13.9M Buy
583,016
+28,931
+5% +$596K 0.8% 45
2025
Q1 		$10.7M Buy
554,085
+10,210
+2% +$205K 0.63% 51
2024
Q4 		$11M Buy
543,875
+27,607
+5% +$582K 0.68% 51
2024
Q3 		$10.4M Buy
516,268
+22,369
+5% +$482K 0.67% 54
2024
Q2 		$11M Buy
493,899
+33,131
+7% +$798K 0.69% 45
2024
Q1 		$13M Buy
460,768
+34,980
+8% +$964K 0.97% 34
2023
Q4 		$12.7M Buy
425,788
+30,780
+8% +$766K 1.06% 29
2023
Q3 		$9.71M Buy
395,008
+31,173
+9% +$843K 0.82% 35
2023
Q2 		$9.72M Buy
363,835
+29,315
+9% +$758K 1% 32
2023
Q1 		$9.01M Buy
334,520
+44,862
+15% +$1.31M 0.98% 30
2022
Q4 		$7.64M Buy
289,658
+31,692
+12% +$787K 0.97% 30
2022
Q3 		$5.55M Buy
257,966
+27,491
+12% +$707K 0.81% 35
2022
Q2 		$5.37M Buy
230,475
+27,578
+14% +$705K 0.72% 39
2022
Q1 		$5.67M Buy
202,897
+47,372
+30% +$1.45M 0.65% 44
2021
Q4 		$5.21M Buy
155,525
+13,470
+9% +$443K 0.61% 40
2021
Q3 		$4.22M Buy
142,055
+19,919
+16% +$621K 0.55% 42
2021
Q2 		$3.91M Buy
122,136
+50,914
+71% +$1.65M 0.56% 41
2021
Q1 		$2.11M Buy
71,222
+36,330
+104% +$992K 0.36% 52
2020
Q4 		$872K Buy
34,892
+34,783
+31,911% +$777K 0.19% 65
2020
Q3 		$2K Buy
109
+1
+0.9% +$21 ﹤0.01% 651
2020
Q2 		$2K Buy
108
+2
+2% +$38 ﹤0.01% 623
2020
Q1 		$2K Buy
+106
New +$2.43K ﹤0.01% 571

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
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
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
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

Sound Income Strategies's BEN Position: Q2 2026 in Review

Sound Income Strategies reduced its Franklin Resources (BEN) stake by 13% in Q2 2026, selling an estimated $2.1M and leaving 476,002 shares worth $15.8M. The position accounts for 0.71% of the portfolio, ranked #49.

Sound Income Strategies first reported a position in BEN in Q1 2020 and has held it in 26 quarters since. 241 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sound Income Strategies held 476,002 shares of Franklin Resources worth $15.8M as of Q2 2026.
  • Sound Income Strategies sold 70,132 Franklin Resources shares in Q2 2026, an estimated $2.1M.
  • Franklin Resources made up 0.71% of Sound Income Strategies's portfolio in Q2 2026, its #49 holding.
  • Sound Income Strategies first reported a position in Franklin Resources in Q1 2020 and has held it in 26 quarters since.
  • 241 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.