Planning Strategies Inc.’s Franklin Resources BEN Stock Holding History

Planning Strategies Inc.’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	$399	Buy	+12	New	+$359	﹤0.01%	898

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Planning Strategies Inc.'s BEN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Franklin Resources (BEN) in Q2 2026: 12 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings.

192 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Planning Strategies Inc. held 12 shares of Franklin Resources worth $399 as of Q2 2026.
Franklin Resources was a new Planning Strategies Inc. position in Q2 2026.
Franklin Resources made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #898 holding.
192 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.