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Wedmont Private Capital’s Franklin Resources BEN Stock Holding History

Wedmont Private Capital’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 		$264K Buy
+7,874
New +$236K 0.01% 793
2024
Q1 		– Sell
-7,119
Closed -$209K – 607
2023
Q4 		$209K Buy
+7,119
New +$177K 0.02% 523

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wedmont Private Capital's BEN Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Franklin Resources (BEN) in Q2 2026: 7,874 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in BEN as recently as Q4 2023.

Wedmont Private Capital first reported a position in BEN in Q4 2023 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Wedmont Private Capital held 7,874 shares of Franklin Resources worth $264K as of Q2 2026.
  • Franklin Resources was a new Wedmont Private Capital position in Q2 2026.
  • Franklin Resources made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #793 holding.
  • Wedmont Private Capital first reported a position in Franklin Resources in Q4 2023 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.