WhitTier Trust Company’s Franklin Resources BEN Stock Holding History

WhitTier Trust Company’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	$168K	Hold	4,900	–	–	﹤0.01%	533
2026 Q1	$115K	Sell	4,900 -2,648	-35%	-$68.1K	﹤0.01%	576
2025 Q4	$190K	Sell	7,548 -252	-3%	-$5.79K	﹤0.01%	490
2025 Q3	$186K	Hold	7,800	–	–	﹤0.01%	480
2025 Q2	$186K	Hold	7,800	–	–	﹤0.01%	535
2025 Q1	$150K	Sell	7,800 -500	-6%	-$10K	﹤0.01%	554
2024 Q4	$168K	Hold	8,300	–	–	﹤0.01%	515
2024 Q3	$167K	Hold	8,300	–	–	﹤0.01%	507
2024 Q2	$185K	Buy	8,300 +1,000	+14%	+$24.1K	0.01%	466
2024 Q1	$205K	Hold	7,300	–	–	0.01%	465
2023 Q4	$217K	Hold	7,300	–	–	0.01%	450
2023 Q3	$179K	Hold	7,300	–	–	0.01%	463
2023 Q2	$195K	Hold	7,300	–	–	0.01%	471
2023 Q1	$197K	Sell	7,300 -6,000	-45%	-$175K	0.01%	465
2022 Q4	$351K	Hold	13,300	–	–	0.01%	383
2022 Q3	$286K	Hold	13,300	–	–	0.01%	406
2022 Q2	$310K	Hold	13,300	–	–	0.01%	396
2022 Q1	$371K	Sell	13,300 -916	-6%	-$28K	0.01%	385
2021 Q4	$476K	Buy	14,216 +708	+5%	+$23.3K	0.02%	350
2021 Q3	$401K	Buy	13,508 +208	+2%	+$6.49K	0.02%	364
2021 Q2	$425K	Sell	13,300 -100	-0.7%	-$3.24K	0.02%	358
2021 Q1	$397K	Hold	13,400	–	–	0.02%	360
2020 Q4	$335K	Hold	13,400	–	–	0.02%	368
2020 Q3	$273K	Hold	13,400	–	–	0.02%	375
2020 Q2	$281K	Hold	13,400	–	–	0.02%	363
2020 Q1	$224K	Sell	13,400 -1,800	-12%	-$41.3K	0.02%	376
2019 Q4	$395K	Sell	15,200 -6,000	-28%	-$163K	0.03%	324
2019 Q3	$612K	Sell	21,200 -3,000	-12%	-$91.7K	0.04%	266
2019 Q2	$842K	Hold	24,200	–	–	0.06%	219
2019 Q1	$802K	Hold	24,200	–	–	0.06%	217
2018 Q4	$718K	Hold	24,200	–	–	0.06%	214
2018 Q3	$735K	Hold	24,200	–	–	0.05%	225
2018 Q2	$775K	Sell	24,200 -1,125	-4%	-$37.7K	0.06%	215
2018 Q1	$878K	Hold	25,325	–	–	0.07%	200
2017 Q4	$1.1M	Hold	25,325	–	–	0.09%	186
2017 Q3	$1.13M	Sell	25,325 -3,048	-11%	-$134K	0.1%	177
2017 Q2	$1.27M	Hold	28,373	–	–	0.12%	163
2017 Q1	$1.2M	Hold	28,373	–	–	0.12%	167
2016 Q4	$1.12M	Buy	28,373 +6,000	+27%	+$225K	0.12%	160
2016 Q3	$796K	Hold	22,373	–	–	0.09%	193
2016 Q2	$746K	Hold	22,373	–	–	0.09%	201
2016 Q1	$873K	Sell	22,373 -189	-0.8%	-$6.69K	0.1%	185
2015 Q4	$831K	Hold	22,562	–	–	0.1%	192
2015 Q3	$840K	Hold	22,562	–	–	0.1%	194
2015 Q2	$1.11M	Hold	22,562	–	–	0.12%	173
2015 Q1	$1.16M	Hold	22,562	–	–	0.13%	165
2014 Q4	$1.25M	Hold	22,562	–	–	0.14%	153
2014 Q3	$1.23M	Sell	22,562 -1,000	-4%	-$56K	0.14%	151
2014 Q2	$1.36M	Sell	23,562 -500	-2%	-$27.4K	0.15%	140
2014 Q1	$1.3M	Hold	24,062	–	–	0.15%	142
2013 Q4	$1.39M	Sell	24,062 -250	-1%	-$13.5K	0.17%	123
2013 Q3	$1.23M	Sell	24,312 -1,350	-5%	-$65.2K	0.17%	123
2013 Q2	$1.16M	Buy	+25,662	New	+$1.31M	0.17%	125

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WhitTier Trust Company's BEN Position: Q2 2026 in Review

WhitTier Trust Company held its Franklin Resources (BEN) position steady in Q2 2026 at 4,900 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

WhitTier Trust Company first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.39M in Q4 2013. 235 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

WhitTier Trust Company held 4,900 shares of Franklin Resources worth $168K as of Q2 2026.
WhitTier Trust Company left its Franklin Resources share count unchanged in Q2 2026.
Franklin Resources made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #533 holding.
WhitTier Trust Company first reported a position in Franklin Resources in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Franklin Resources position peaked at $1.39M in Q4 2013.
235 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.