TFC Financial Management’s Franklin Resources BEN Stock Holding History

TFC Financial 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	$1.03K	Hold	31	–	–	﹤0.01%	647
2026 Q1	$733	Sell	31 -5	-14%	-$129	﹤0.01%	651
2025 Q4	$861	Hold	36	–	–	﹤0.01%	620
2025 Q3	$833	Hold	36	–	–	﹤0.01%	645
2025 Q2	$859	Sell	36 -80	-69%	-$1.65K	﹤0.01%	593
2025 Q1	$2.23K	Buy	116 +85	+274%	+$1.7K	﹤0.01%	479
2024 Q4	$629	Hold	31	–	–	﹤0.01%	626
2024 Q3	$625	Sell	31 -52	-63%	-$1.12K	﹤0.01%	632
2024 Q2	$1.86K	Buy	83 +15	+22%	+$361	﹤0.01%	491
2024 Q1	$1.91K	Buy	68 +37	+119%	+$1.02K	﹤0.01%	477
2023 Q4	$924	Sell	31 -16	-34%	-$398	﹤0.01%	520
2023 Q3	$1.16K	Hold	47	–	–	﹤0.01%	516
2023 Q2	$1.26K	Buy	47 +16	+52%	+$413	﹤0.01%	490
2023 Q1	$836	Hold	31	–	–	﹤0.01%	527
2022 Q4	$818	Hold	31	–	–	﹤0.01%	478
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	443
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	440
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	458
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	508
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	495
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	492
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	482
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	468
2020 Q3	$1K	Buy	+31	New	+$651	﹤0.01%	436

Other funds holding BEN

AIM

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TFC Financial Management's BEN Position: Q2 2026 in Review

TFC Financial Management held its Franklin Resources (BEN) position steady in Q2 2026 at 31 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

TFC Financial Management first reported a position in BEN in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.23K in Q1 2025. 310 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

TFC Financial Management held 31 shares of Franklin Resources worth $1.03K as of Q2 2026.
TFC Financial Management left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #647 holding.
TFC Financial Management first reported a position in Franklin Resources in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Franklin Resources position peaked at $2.23K in Q1 2025.
310 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.