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Activest Wealth Management’s Franklin Templeton BEN Stock Holding History

Activest 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 		$166 Sell
5
-31
-86% -$928 ﹤0.01% 1189
2026
Q1 		$850 Buy
36
+21
+140% +$540 ﹤0.01% 1035
2025
Q4 		$358 Sell
15
-172
-92% -$3.95K ﹤0.01% 1017
2025
Q3 		$4.33K Sell
187
-5
-3% -$124 ﹤0.01% 670
2025
Q2 		$4.58K Sell
192
-154
-45% -$3.17K ﹤0.01% 563
2025
Q1 		$6.66K Buy
346
+219
+172% +$4.39K ﹤0.01% 468
2024
Q4 		$2.58K Buy
127
+6
+5% +$126 ﹤0.01% 419
2024
Q3 		$2.43K Buy
121
+2
+2% +$43 ﹤0.01% 420
2024
Q2 		$2.67K Buy
119
+1
+0.8% +$24 ﹤0.01% 381
2024
Q1 		$3.33K Buy
118
+4
+4% +$110 ﹤0.01% 283
2023
Q4 		$3.41K Buy
114
+1
+0.9% +$25 ﹤0.01% 252
2023
Q3 		$2.78K Sell
113
-23
-17% -$622 ﹤0.01% 254
2023
Q2 		$3.68K Buy
136
+6
+5% +$155 ﹤0.01% 245
2023
Q1 		$3.41K Buy
+130
New +$3.8K ﹤0.01% 233
2022
Q3 		– Sell
-82
Closed -$2K – 452
2022
Q2 		$2K Buy
82
+6
+8% +$153 ﹤0.01% 320
2022
Q1 		$2K Buy
76
+70
+1,167% +$2.14K ﹤0.01% 297
2021
Q4 		$0 Hold
6
– – ﹤0.01% 325
2021
Q3 		$1K Hold
6
– – ﹤0.01% 338
2021
Q2 		$1K Sell
6
-19
-76% -$616 ﹤0.01% 304
2021
Q1 		$1K Buy
+25
New +$683 ﹤0.01% 278

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 $3.37T AUM 44.26% 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

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

Activest Wealth Management reduced its Franklin Templeton (BEN) stake by 86% in Q2 2026, selling an estimated $928 and leaving 5 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Activest Wealth Management first reported a position in BEN in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.66K in Q1 2025. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Activest Wealth Management held 5 shares of Franklin Templeton worth $166 as of Q2 2026.
  • Activest Wealth Management sold 31 Franklin Templeton shares in Q2 2026, an estimated $928.
  • Franklin Templeton made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • Activest Wealth Management first reported a position in Franklin Templeton in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Franklin Templeton position peaked at $6.66K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.