Action Point Financial Planning’s Franklin Templeton, Inc. BEN Stock Holding History

Action Point Financial Planning’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	$13.6K	Buy	+410	New	+$12.3K	﹤0.01%	1318

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

Action Point Financial Planning's BEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Franklin Templeton, Inc. (BEN) in Q2 2026: 410 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings.

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

Action Point Financial Planning held 410 shares of Franklin Templeton, Inc. worth $13.6K as of Q2 2026.
Franklin Templeton, Inc. was a new Action Point Financial Planning position in Q2 2026.
Franklin Templeton, Inc. made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1318 holding.
662 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.