RAFFA WEALTH MANAGEMENT, LLC’s Franklin Resources BEN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.7K	Buy	51 +4	+9%	+$120	﹤0.01%	878
2026 Q1	$1.11K	Buy	47 +4	+9%	+$103	﹤0.01%	919
2025 Q4	$1.03K	Hold	43	–	–	﹤0.01%	918
2025 Q3	$995	Hold	43	–	–	﹤0.01%	894
2025 Q2	$1.03K	Hold	43	–	–	﹤0.01%	866
2025 Q1	$828	Hold	43	–	–	﹤0.01%	877
2024 Q4	$872	Hold	43	–	–	﹤0.01%	901
2024 Q3	$866	Hold	43	–	–	﹤0.01%	877
2024 Q2	$961	Hold	43	–	–	﹤0.01%	914
2024 Q1	$1.21K	Hold	43	–	–	﹤0.01%	849
2023 Q4	$1.28K	Hold	43	–	–	﹤0.01%	748
2023 Q3	$1.06K	Hold	43	–	–	﹤0.01%	765
2023 Q2	$1.15K	Hold	43	–	–	﹤0.01%	757
2023 Q1	$1.16K	Hold	43	–	–	﹤0.01%	748
2022 Q4	$1.13K	Hold	43	–	–	﹤0.01%	744
2022 Q3	$925	Hold	43	–	–	﹤0.01%	829
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	821
2022 Q1	$1.2K	Hold	43	–	–	﹤0.01%	806
2021 Q4	$1.44K	Hold	43	–	–	﹤0.01%	753
2021 Q3	$1.28K	Hold	43	–	–	﹤0.01%	743
2021 Q2	$1.38K	Hold	43	–	–	﹤0.01%	721
2021 Q1	$1.27K	Hold	43	–	–	﹤0.01%	759
2020 Q4	$1.07K	Hold	43	–	–	﹤0.01%	723
2020 Q3	$875	Hold	43	–	–	﹤0.01%	708
2020 Q2	$902	Hold	43	–	–	﹤0.01%	688
2020 Q1	$718	Hold	43	–	–	﹤0.01%	672
2019 Q4	$1.12K	Hold	43	–	–	﹤0.01%	585
2019 Q3	$1.24K	Buy	+43	New	+$1.31K	﹤0.01%	514
2019 Q2	–	Sell	-43	Closed	-$1.43K	–	806
2019 Q1	$1.43K	Hold	43	–	–	﹤0.01%	436
2018 Q4	$1.27K	Hold	43	–	–	﹤0.01%	449
2018 Q3	$1.31K	Hold	43	–	–	﹤0.01%	485
2018 Q2	$1.38K	Hold	43	–	–	﹤0.01%	447
2018 Q1	$1.49K	Buy	+43	New	+$1.75K	﹤0.01%	406
2017 Q1	–	Sell	-11	Closed	-$435	–	427
2016 Q4	$435	Hold	11	–	–	﹤0.01%	800
2016 Q3	$391	Hold	11	–	–	﹤0.01%	798
2016 Q2	$367	Hold	11	–	–	﹤0.01%	793
2016 Q1	$430	Hold	11	–	–	﹤0.01%	739
2015 Q4	$405	Hold	11	–	–	﹤0.01%	753
2015 Q3	$410	Hold	11	–	–	﹤0.01%	738
2015 Q2	$539	Hold	11	–	–	﹤0.01%	670
2015 Q1	$565	Hold	11	–	–	﹤0.01%	657
2014 Q4	$609	Hold	11	–	–	﹤0.01%	580
2014 Q3	$601	Buy	+11	New	+$616	﹤0.01%	521
2014 Q1	–	Sell	-11	Closed	-$609	–	320
2013 Q4	$609	Buy	+11	New	+$593	﹤0.01%	580

Other funds holding BEN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ACM

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

RAFFA WEALTH MANAGEMENT, LLC's BEN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Franklin Resources (BEN) stake by 8.5% in Q2 2026, buying an estimated $120 and bringing the position to 51 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BEN in Q4 2013 and has held it in 44 quarters since. 186 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 51 shares of Franklin Resources worth $1.7K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 4 Franklin Resources shares in Q2 2026, an estimated $120.
Franklin Resources made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #878 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Franklin Resources in Q4 2013 and has held it in 44 quarters since.
186 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.