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Triumph Capital Management’s Franklin Resources BEN Stock Holding History

Triumph Capital 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 		$6.65K Hold
200
– – ﹤0.01% 1269
2026
Q1 		$4.79K Hold
200
– – ﹤0.01% 1320
2025
Q4 		$4.78K Buy
+200
New +$4.59K ﹤0.01% 1279

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FCBT
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FRM
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Envestnet Portfolio Solutions
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Triumph Capital Management's BEN Position: Q2 2026 in Review

Triumph Capital Management held its Franklin Resources (BEN) position steady in Q2 2026 at 200 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Triumph Capital Management first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Triumph Capital Management held 200 shares of Franklin Resources worth $6.65K as of Q2 2026.
  • Triumph Capital Management left its Franklin Resources share count unchanged in Q2 2026.
  • Franklin Resources made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1269 holding.
  • Triumph Capital Management first reported a position in Franklin Resources in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.