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Wedge Capital Management’s Franklin Resources BEN Stock Holding History

Wedge 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 		$34.9M Sell
1,048,237
-198,739
-16% -$5.95M 0.58% 53
2026
Q1 		$29.5M Sell
1,246,976
-60,297
-5% -$1.55M 0.54% 75
2025
Q4 		$31.2M Sell
1,307,273
-88,863
-6% -$2.04M 0.56% 72
2025
Q3 		$32.3M Buy
+1,396,136
New +$34.5M 0.55% 65
2024
Q2 		– Sell
-1,440,709
Closed -$40.5M – 486
2024
Q1 		$40.5M Sell
1,440,709
-50,889
-3% -$1.4M 0.66% 57
2023
Q4 		$44.4M Buy
1,491,598
+144,843
+11% +$3.6M 0.79% 33
2023
Q3 		$33.1M Buy
1,346,755
+201,688
+18% +$5.45M 0.65% 47
2023
Q2 		$30.6M Sell
1,145,067
-7,783
-0.7% -$201K 0.49% 63
2023
Q1 		$31.1M Sell
1,152,850
-39,667
-3% -$1.16M 0.52% 57
2022
Q4 		$31.5M Buy
1,192,517
+11,376
+1% +$283K 0.51% 77
2022
Q3 		$25.4M Buy
1,181,141
+24,312
+2% +$625K 0.43% 104
2022
Q2 		$27M Buy
1,156,829
+72,321
+7% +$1.85M 0.43% 106
2022
Q1 		$30.3M Buy
1,084,508
+180,515
+20% +$5.51M 0.41% 121
2021
Q4 		$30.3M Sell
903,993
-117,563
-12% -$3.87M 0.37% 128
2021
Q3 		$30.4M Buy
1,021,556
+20,901
+2% +$652K 0.39% 90
2021
Q2 		$32M Sell
1,000,655
-125,469
-11% -$4.06M 0.39% 84
2021
Q1 		$33.3M Buy
1,126,124
+114,471
+11% +$3.13M 0.4% 88
2020
Q4 		$25.3M Buy
1,011,653
+76,047
+8% +$1.7M 0.29% 132
2020
Q3 		$19M Sell
935,606
-198,603
-18% -$4.17M 0.25% 140
2020
Q2 		$23.8M Buy
1,134,209
+188,559
+20% +$3.56M 0.33% 117
2020
Q1 		$15.8M Sell
945,650
-197,633
-17% -$4.54M 0.27% 132
2019
Q4 		$29.7M Buy
1,143,283
+177,083
+18% +$4.81M 0.33% 126
2019
Q3 		$27.9M Buy
966,200
+148,143
+18% +$4.53M 0.32% 125
2019
Q2 		$28.5M Sell
818,057
-1,651
-0.2% -$56.1K 0.33% 117
2019
Q1 		$27.2M Buy
819,708
+15,228
+2% +$481K 0.31% 107
2018
Q4 		$23.9M Sell
804,480
-164,599
-17% -$5.06M 0.29% 124
2018
Q3 		$29.5M Sell
969,079
-311
-0% -$10K 0.28% 124
2018
Q2 		$31.1M Buy
969,390
+115,881
+14% +$3.88M 0.3% 92
2018
Q1 		$29.6M Buy
853,509
+137,108
+19% +$5.57M 0.28% 123
2017
Q4 		$31M Sell
716,401
-20,794
-3% -$901K 0.28% 112
2017
Q3 		$32.8M Buy
737,195
+5,380
+0.7% +$236K 0.31% 110
2017
Q2 		$32.8M Sell
731,815
-43,677
-6% -$1.87M 0.31% 103
2017
Q1 		$32.7M Buy
775,492
+35,789
+5% +$1.49M 0.31% 99
2016
Q4 		$29.3M Buy
739,703
+32,044
+5% +$1.2M 0.28% 127
2016
Q3 		$25.2M Sell
707,659
-5,092
-0.7% -$180K 0.25% 124
2016
Q2 		$23.8M Buy
712,751
+73,442
+11% +$2.67M 0.25% 115
2016
Q1 		$25M Sell
639,309
-80,721
-11% -$2.86M 0.26% 111
2015
Q4 		$26.5M Buy
720,030
+68,575
+11% +$2.68M 0.28% 118
2015
Q3 		$24.3M Sell
651,455
-16,950
-3% -$734K 0.26% 139
2015
Q2 		$32.8M Sell
668,405
-11,725
-2% -$601K 0.32% 117
2015
Q1 		$34.9M Buy
680,130
+74,525
+12% +$3.96M 0.35% 112
2014
Q4 		$33.5M Buy
605,605
+5,400
+0.9% +$298K 0.34% 123
2014
Q3 		$32.8M Buy
600,205
+16,995
+3% +$952K 0.35% 97
2014
Q2 		$33.7M Buy
583,210
+22,450
+4% +$1.23M 0.34% 119
2014
Q1 		$30.4M Sell
560,760
-8,100
-1% -$436K 0.32% 117
2013
Q4 		$32.8M Sell
568,860
-29,650
-5% -$1.6M 0.35% 99
2013
Q3 		$30.3M Sell
598,510
-950,030
-61% -$45.9M 0.35% 104
2013
Q2 		$23.4M Buy
+1,548,540
New +$78.8M 0.28% 137

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wedge Capital Management reduced its Franklin Resources (BEN) stake by 16% in Q2 2026, selling an estimated $5.95M and leaving 1,048,237 shares worth $34.9M. The position accounts for 0.58% of the portfolio, ranked #53.

Wedge Capital Management first reported a position in BEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $44.4M in Q4 2023. 148 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Wedge Capital Management held 1,048,237 shares of Franklin Resources worth $34.9M as of Q2 2026.
  • Wedge Capital Management sold 198,739 Franklin Resources shares in Q2 2026, an estimated $5.95M.
  • Franklin Resources made up 0.58% of Wedge Capital Management's portfolio in Q2 2026, its #53 holding.
  • Wedge Capital Management first reported a position in Franklin Resources in Q2 2013 and has held it in 48 quarters since.
  • Wedge Capital Management's Franklin Resources position peaked at $44.4M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.