Sumitomo Mitsui DS Asset Management’s Franklin Resources BEN Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$1.78M	Sell	53,447 -9,314	-15%	-$279K	0.01%	559
2026 Q1	$1.48M	Sell	62,761 -2,537	-4%	-$65.3K	0.01%	571
2025 Q4	$1.56M	Buy	65,298 +5,152	+9%	+$118K	0.01%	567
2025 Q3	$1.39M	Sell	60,146 -4,010	-6%	-$99.1K	0.01%	585
2025 Q2	$1.53M	Sell	64,156 -31,202	-33%	-$643K	0.01%	552
2025 Q1	$1.84M	Buy	95,358 +8,793	+10%	+$176K	0.02%	505
2024 Q4	$1.76M	Sell	86,565 -1,080	-1%	-$22.8K	0.02%	520
2024 Q3	$1.77M	Buy	87,645 +14,332	+20%	+$309K	0.02%	509
2024 Q2	$1.64M	Buy	73,313 +46,469	+173%	+$1.12M	0.02%	491
2024 Q1	$755K	Sell	26,844 -38,256	-59%	-$1.05M	0.01%	635
2023 Q4	$1.94M	Buy	65,100 +38,919	+149%	+$968K	0.03%	460
2023 Q3	$644K	Sell	26,181 -35,193	-57%	-$952K	0.01%	649
2023 Q2	$1.64M	Buy	61,374 +35,690	+139%	+$922K	0.03%	450
2023 Q1	$692K	Sell	25,684 -36,915	-59%	-$1.08M	0.01%	621
2022 Q4	$1.65M	Buy	62,599 +2,139	+4%	+$53.1K	0.03%	400
2022 Q3	$1.3M	Buy	60,460 +5,908	+11%	+$152K	0.03%	435
2022 Q2	$1.27M	Buy	54,552 +6,528	+14%	+$167K	0.03%	418
2022 Q1	$1.34M	Buy	48,024 +31,015	+182%	+$947K	0.03%	434
2021 Q4	$569K	Sell	17,009 -29	-0.2%	-$954	0.01%	653
2021 Q3	$506K	Sell	17,038 -98	-0.6%	-$3.06K	0.01%	653
2021 Q2	$548K	Sell	17,136 -27,823	-62%	-$901K	0.01%	655
2021 Q1	$1.33M	Sell	44,959 -1,081	-2%	-$29.5K	0.03%	408
2020 Q4	$1.15M	Buy	46,040 +1,727	+4%	+$38.6K	0.03%	425
2020 Q3	$901K	Sell	44,313 -18,683	-30%	-$392K	0.03%	441
2020 Q2	$1.32M	Sell	62,996 -17,570	-22%	-$332K	0.05%	328
2020 Q1	$1.34M	Sell	80,566 -56,237	-41%	-$1.29M	0.06%	276
2019 Q4	$3.55M	Buy	136,803 +12,992	+10%	+$353K	0.12%	171
2019 Q3	$3.57M	Buy	123,811 +107,050	+639%	+$3.27M	0.13%	158
2019 Q2	$583K	Sell	16,761 -4,744	-22%	-$161K	0.02%	523
2019 Q1	$712K	Buy	21,505 +518	+2%	+$16.4K	0.01%	598
2018 Q4	$622K	Sell	20,987 -3,267	-13%	-$100K	0.01%	588
2018 Q3	$737K	Buy	24,254 +259	+1%	+$8.35K	0.01%	601
2018 Q2	$769K	Buy	23,995 +131	+0.5%	+$4.39K	0.01%	587
2018 Q1	$827K	Sell	23,864 -496	-2%	-$20.2K	0.01%	562
2017 Q4	$1.05M	Sell	24,360 -629	-3%	-$27.2K	0.02%	503
2017 Q3	$1.11M	Sell	24,989 -2,229	-8%	-$97.7K	0.02%	452
2017 Q2	$1.22M	Sell	27,218 -4,227	-13%	-$181K	0.02%	431
2017 Q1	$1.32M	Buy	31,445 +3,352	+12%	+$139K	0.02%	416
2016 Q4	$1.11M	Sell	28,093 -833	-3%	-$31.2K	0.02%	419
2016 Q3	$1.03M	Sell	28,926 -79	-0.3%	-$2.79K	0.02%	429
2016 Q2	$967K	Buy	29,005 +313	+1%	+$11.4K	0.03%	401
2016 Q1	$1.12M	Sell	28,692 -206	-0.7%	-$7.29K	0.03%	379
2015 Q4	$1.06M	Sell	28,898 -1,744	-6%	-$68.2K	0.04%	373
2015 Q3	$1.14M	Sell	30,642 -850	-3%	-$36.8K	0.04%	370
2015 Q2	$1.54M	Sell	31,492 -1,268	-4%	-$65K	0.05%	323
2015 Q1	$1.68M	Sell	32,760 -2,499	-7%	-$133K	0.05%	323
2014 Q4	$1.95M	Sell	35,259 -2,757	-7%	-$152K	0.06%	288
2014 Q3	$2.08M	Sell	38,016 -2,590	-6%	-$145K	0.06%	281
2014 Q2	$2.35M	Sell	40,606 -4,155	-9%	-$227K	0.07%	276
2014 Q1	$2.42M	Sell	44,761 -102,174	-70%	-$5.5M	0.07%	257
2013 Q4	$8.48M	Buy	146,935 +94,454	+180%	+$5.09M	0.24%	98
2013 Q3	$2.65M	Sell	52,481 -994	-2%	-$48K	0.08%	236
2013 Q2	$2.42M	Buy	+53,475	New	+$2.72M	0.07%	257

Other funds holding BEN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

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 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 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

Sumitomo Mitsui DS Asset Management's BEN Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Franklin Resources (BEN) stake by 15% in Q2 2026, selling an estimated $279K and leaving 53,447 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #559.

Sumitomo Mitsui DS Asset Management first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.48M in Q4 2013. 148 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 53,447 shares of Franklin Resources worth $1.78M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 9,314 Franklin Resources shares in Q2 2026, an estimated $279K.
Franklin Resources made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #559 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Franklin Resources in Q2 2013 and has held it in 53 quarters since.
Sumitomo Mitsui DS Asset Management's Franklin Resources position peaked at $8.48M in Q4 2013.
148 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.