Universal-Beteiligungs- und Servicegesellschaft’s Franklin Resources BEN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.28M	Buy	68,581 +21,023	+44%	+$630K	﹤0.01%	1253
2026 Q1	$1.12M	Sell	47,558 -714	-1%	-$18.4K	﹤0.01%	1470
2025 Q4	$1.15M	Sell	48,272 -20,417	-30%	-$469K	﹤0.01%	1449
2025 Q3	$1.59M	Buy	68,689 +30,184	+78%	+$746K	﹤0.01%	1386
2025 Q2	$918K	Sell	38,505 -107,007	-74%	-$2.21M	﹤0.01%	1515
2025 Q1	$2.8M	Buy	145,512 +39,276	+37%	+$787K	0.01%	1032
2024 Q4	$2.16M	Buy	+106,236	New	+$2.24M	﹤0.01%	875

Other funds holding BEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's BEN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Franklin Resources (BEN) stake by 44% in Q2 2026, buying an estimated $630K and bringing the position to 68,581 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q1 2025. 458 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 68,581 shares of Franklin Resources worth $2.28M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 21,023 Franklin Resources shares in Q2 2026, an estimated $630K.
Franklin Resources made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1253 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Franklin Resources in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Franklin Resources position peaked at $2.8M in Q1 2025.
458 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.