Trust Company of Toledo’s Franklin Resources BEN Stock Holding History

Trust Company of Toledo’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	$19.2K	Sell	577 -23	-4%	-$689	﹤0.01%	616
2026 Q1	$14.2K	Hold	600	–	–	﹤0.01%	611
2025 Q4	$14.3K	Hold	600	–	–	﹤0.01%	586
2025 Q3	$13.9K	Hold	600	–	–	﹤0.01%	591
2025 Q2	$14.3K	Buy	+600	New	+$12.4K	﹤0.01%	571
2014 Q4	–	Sell	-3,762	Closed	-$205K	–	178
2014 Q3	$205K	Hold	3,762	–	–	0.07%	173
2014 Q2	$218K	Hold	3,762	–	–	0.06%	167
2014 Q1	$204K	Sell	3,762 -2,698	-42%	-$145K	0.06%	174
2013 Q4	$373K	Sell	6,460 -3,800	-37%	-$205K	0.12%	141
2013 Q3	$519K	Sell	10,260 -1,035	-9%	-$50K	0.19%	119
2013 Q2	$512K	Buy	+11,295	New	+$575K	0.19%	117

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

Trust Company of Toledo's BEN Position: Q2 2026 in Review

Trust Company of Toledo reduced its Franklin Resources (BEN) stake by 3.8% in Q2 2026, selling an estimated $689 and leaving 577 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Trust Company of Toledo first reported a position in BEN in Q2 2013 and has held it in 11 quarters since. The position peaked at $519K in Q3 2013. 311 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Trust Company of Toledo held 577 shares of Franklin Resources worth $19.2K as of Q2 2026.
Trust Company of Toledo sold 23 Franklin Resources shares in Q2 2026, an estimated $689.
Franklin Resources made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #616 holding.
Trust Company of Toledo first reported a position in Franklin Resources in Q2 2013 and has held it in 11 quarters since.
Trust Company of Toledo's Franklin Resources position peaked at $519K in Q3 2013.
311 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.