Williams Jones Wealth Management’s Franklin Resources BEN Stock Holding History

Williams Jones Wealth 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	$605K	Buy	18,188 +163	+0.9%	+$4.88K	0.01%	348
2026 Q1	$426K	Hold	18,025	–	–	0.01%	377
2025 Q4	$431K	Hold	18,025	–	–	﹤0.01%	370
2025 Q3	$417K	Hold	18,025	–	–	﹤0.01%	373
2025 Q2	$430K	Hold	18,025	–	–	0.01%	371
2025 Q1	$347K	Hold	18,025	–	–	﹤0.01%	383
2024 Q4	$366K	Hold	18,025	–	–	﹤0.01%	391
2024 Q3	$363K	Hold	18,025	–	–	﹤0.01%	404
2024 Q2	$403K	Hold	18,025	–	–	0.01%	369
2024 Q1	$507K	Hold	18,025	–	–	0.01%	352
2023 Q4	$537K	Hold	18,025	–	–	0.01%	338
2023 Q3	$443K	Hold	18,025	–	–	0.01%	355
2023 Q2	$481K	Hold	18,025	–	–	0.01%	350
2023 Q1	$486K	Hold	18,025	–	–	0.01%	374
2022 Q4	$476K	Hold	18,025	–	–	0.01%	366
2022 Q3	$388K	Sell	18,025 -1,048	-5%	-$26.9K	0.01%	402
2022 Q2	$445K	Buy	+19,073	New	+$488K	0.01%	378

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

Citigroup New York $303B AUM 53.02% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Williams Jones Wealth Management's BEN Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Franklin Resources (BEN) stake by 0.9% in Q2 2026, buying an estimated $4.88K and bringing the position to 18,188 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #348.

Williams Jones Wealth Management first reported a position in BEN in Q2 2022 and has held it in 17 quarters since. 291 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Williams Jones Wealth Management held 18,188 shares of Franklin Resources worth $605K as of Q2 2026.
Williams Jones Wealth Management bought 163 Franklin Resources shares in Q2 2026, an estimated $4.88K.
Franklin Resources made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #348 holding.
Williams Jones Wealth Management first reported a position in Franklin Resources in Q2 2022 and has held it in 17 quarters since.
291 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.