Wealth Enhancement Advisory Services’s Franklin Resources BEN Stock Holding History

Wealth Enhancement Advisory Services’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	$14.6M	Buy	446,300 +405,706	+999%	+$12.1M	0.02%	536
2026 Q1	$950K	Sell	40,594 -3,920	-9%	-$101K	﹤0.01%	1839
2025 Q4	$1.12M	Buy	44,514 +5,082	+13%	+$117K	﹤0.01%	1882
2025 Q3	$923K	Buy	39,432 +11,963	+44%	+$296K	﹤0.01%	1921
2025 Q2	$683K	Sell	27,469 -3,283	-11%	-$67.7K	﹤0.01%	1981
2025 Q1	$592K	Sell	30,752 -18,202	-37%	-$365K	﹤0.01%	1933
2024 Q4	$993K	Buy	48,954 +15,758	+47%	+$332K	﹤0.01%	1551
2024 Q3	$669K	Sell	33,196 -5,020	-13%	-$108K	﹤0.01%	1629
2024 Q2	$854K	Buy	38,216 +8,406	+28%	+$202K	﹤0.01%	1354
2024 Q1	$838K	Sell	29,810 -4,553	-13%	-$125K	﹤0.01%	1321
2023 Q4	$1.02M	Buy	34,363 +8,869	+35%	+$221K	﹤0.01%	1168
2023 Q3	$627K	Buy	+25,494	New	+$690K	﹤0.01%	1302

Other funds holding BEN

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

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's BEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Resources (BEN) stake by 999% in Q2 2026, buying an estimated $12.1M and bringing the position to 446,300 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #536.

Wealth Enhancement Advisory Services first reported a position in BEN in Q3 2023 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Wealth Enhancement Advisory Services held 446,300 shares of Franklin Resources worth $14.6M as of Q2 2026.
Wealth Enhancement Advisory Services bought 405,706 Franklin Resources shares in Q2 2026, an estimated $12.1M.
Franklin Resources made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #536 holding.
Wealth Enhancement Advisory Services first reported a position in Franklin Resources in Q3 2023 and has held it in 12 quarters since.
109 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.