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John Boyer, Inc.’s Franklin Resources BEN Stock Holding History

John Boyer, Inc.’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 		$2.29M Buy
68,964
+2,139
+3% +$64K 1.99% 11
2026
Q1 		$1.58M Buy
66,825
+5,032
+8% +$129K 1.58% 14
2025
Q4 		$1.48M Buy
+61,793
New +$1.42M 1.5% 15

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

John Boyer, Inc.'s BEN Position: Q2 2026 in Review

John Boyer, Inc. increased its Franklin Resources (BEN) stake by 3.2% in Q2 2026, buying an estimated $64K and bringing the position to 68,964 shares worth $2.29M. The position accounts for 1.99% of the portfolio, ranked #11.

John Boyer, Inc. first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • John Boyer, Inc. held 68,964 shares of Franklin Resources worth $2.29M as of Q2 2026.
  • John Boyer, Inc. bought 2,139 Franklin Resources shares in Q2 2026, an estimated $64K.
  • Franklin Resources made up 1.99% of John Boyer, Inc.'s portfolio in Q2 2026, its #11 holding.
  • John Boyer, Inc. first reported a position in Franklin Resources in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.