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Abundance Wealth Counselors’s Franklin Templeton BEN Stock Holding History

Abundance Wealth Counselors’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 		$2.94M Buy
88,445
+44,519
+101% +$1.33M 0.19% 70
2026
Q1 		$1.04M Buy
43,926
+12,017
+38% +$309K 0.15% 102
2025
Q4 		$762K Buy
31,909
+166
+0.5% +$3.81K 0.13% 106
2025
Q3 		$734K Sell
31,743
-1,807
-5% -$44.7K 0.13% 113
2025
Q2 		$800K Sell
33,550
-175
-0.5% -$3.61K 0.15% 104
2025
Q1 		$649K Buy
33,725
+4,810
+17% +$96.4K 0.14% 108
2024
Q4 		$587K Sell
28,915
-1,519
-5% -$32K 0.13% 109
2024
Q3 		$613K Buy
+30,434
New +$656K 0.13% 107
2024
Q2 		– Sell
-26,298
Closed -$739K – 75
2024
Q1 		$739K Buy
26,298
+2,012
+8% +$55.4K 0.17% 90
2023
Q4 		$723K Buy
24,286
+1,515
+7% +$37.7K 0.19% 86
2023
Q3 		$560K Buy
+22,771
New +$616K 0.16% 91
2023
Q2 		– Sell
-28,852
Closed -$777K – 75
2023
Q1 		$777K Buy
28,852
+624
+2% +$18.2K 0.2% 75
2022
Q4 		$745K Buy
28,228
+470
+2% +$11.7K 0.2% 75
2022
Q3 		$597K Buy
27,758
+1,698
+7% +$43.6K 0.17% 79
2022
Q2 		$607K Buy
26,060
+3,055
+13% +$78.1K 0.16% 84
2022
Q1 		$642K Buy
23,005
+7,182
+45% +$219K 0.17% 79
2021
Q4 		$530K Buy
+15,823
New +$521K 0.14% 78
2021
Q3 		– Sell
-12,131
Closed -$388K – 53
2021
Q2 		$388K Buy
12,131
+7,490
+161% +$243K 0.1% 81
2021
Q1 		$137K Buy
+4,641
New +$127K 0.03% 92

Other funds holding BEN

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Abundance Wealth Counselors's BEN Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Franklin Templeton (BEN) stake by 101% in Q2 2026, buying an estimated $1.33M and bringing the position to 88,445 shares worth $2.94M. The position accounts for 0.19% of the portfolio, ranked #70.

Abundance Wealth Counselors first reported a position in BEN in Q1 2021 and has held it in 19 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Abundance Wealth Counselors held 88,445 shares of Franklin Templeton worth $2.94M as of Q2 2026.
  • Abundance Wealth Counselors bought 44,519 Franklin Templeton shares in Q2 2026, an estimated $1.33M.
  • Franklin Templeton made up 0.19% of Abundance Wealth Counselors's portfolio in Q2 2026, its #70 holding.
  • Abundance Wealth Counselors first reported a position in Franklin Templeton in Q1 2021 and has held it in 19 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.