Abound Wealth Management’s Franklin Templeton BEN Stock Holding History

Abound 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	–	Sell	-12	Closed	-$287	–	1389
2026 Q1	$287	Hold	12	–	–	﹤0.01%	1136
2025 Q4	$291	Hold	12	–	–	﹤0.01%	1057
2025 Q3	$281	Hold	12	–	–	﹤0.01%	1028
2025 Q2	$290	Hold	12	–	–	﹤0.01%	931
2025 Q1	$234	Hold	12	–	–	﹤0.01%	934
2024 Q4	$247	Hold	12	–	–	﹤0.01%	966
2024 Q3	$245	Hold	12	–	–	﹤0.01%	1055
2024 Q2	$272	Hold	12	–	–	﹤0.01%	1015
2024 Q1	$342	Hold	12	–	–	﹤0.01%	1070
2023 Q4	$362	Hold	12	–	–	﹤0.01%	1074
2023 Q3	$299	Sell	12 -37	-76%	-$1K	﹤0.01%	1015
2023 Q2	$1.31K	Buy	49 +37	+308%	+$956	﹤0.01%	701
2023 Q1	$328	Hold	12	–	–	﹤0.01%	685
2022 Q4	$321	Hold	12	–	–	﹤0.01%	683
2022 Q3	$262	Buy	+12	New	+$308	﹤0.01%	699

Other funds holding BEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Abound Wealth Management's BEN Position: Q2 2026 in Review

Abound Wealth Management sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 12 shares — an estimated $287 sold.

Abound Wealth Management first reported a position in BEN in Q3 2022 and held it in 15 quarters. The position peaked at $1.31K in Q2 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Abound Wealth Management reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 12 Franklin Templeton shares in Q2 2026, an estimated $287.
Abound Wealth Management first reported a position in Franklin Templeton in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Franklin Templeton position peaked at $1.31K in Q2 2023.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.