Summit Financial Wealth Advisors’s Franklin Resources BEN Stock Holding History

Summit Financial Wealth Advisors’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	$224K	Buy	+6,734	New	+$202K	0.03%	204

Other funds holding BEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Summit Financial Wealth Advisors's BEN Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Franklin Resources (BEN) in Q2 2026: 6,734 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

73 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Summit Financial Wealth Advisors held 6,734 shares of Franklin Resources worth $224K as of Q2 2026.
Franklin Resources was a new Summit Financial Wealth Advisors position in Q2 2026.
Franklin Resources made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #204 holding.
73 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.