West Financial Advisors’s Franklin Resources BEN Stock Holding History

West Financial Advisors’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	$1.02K	Buy	31 +1	+3%	+$30	﹤0.01%	193
2026 Q1	$718	Sell	30 -25	-45%	-$643	﹤0.01%	178
2025 Q4	$1.31K	Buy	55 +1	+2%	+$23	﹤0.01%	211
2025 Q3	$1.25K	Buy	54 +1	+2%	+$25	﹤0.01%	173
2025 Q2	$1.27K	Buy	53 +1	+2%	+$21	﹤0.01%	187
2025 Q1	$1.01K	Buy	52 +1	+2%	+$20	﹤0.01%	188
2024 Q4	$1.04K	Hold	51	–	–	﹤0.01%	185
2024 Q3	$1.02K	Buy	51 +1	+2%	+$22	﹤0.01%	174
2024 Q2	$1.12K	Buy	+50	New	+$1.2K	﹤0.01%	145

Other funds holding BEN

AIM

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

West Financial Advisors's BEN Position: Q2 2026 in Review

West Financial Advisors increased its Franklin Resources (BEN) stake by 3.3% in Q2 2026, buying an estimated $30 and bringing the position to 31 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

West Financial Advisors first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31K in Q4 2025. 125 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

West Financial Advisors held 31 shares of Franklin Resources worth $1.02K as of Q2 2026.
West Financial Advisors bought 1 Franklin Resources share in Q2 2026, an estimated $30.
Franklin Resources made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #193 holding.
West Financial Advisors first reported a position in Franklin Resources in Q2 2024 and has held it in 9 quarters since.
West Financial Advisors's Franklin Resources position peaked at $1.31K in Q4 2025.
125 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.