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AE Wealth Management’s Franklin Templeton BEN Stock Holding History

AE 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 		$4.35M Buy
130,756
+14,063
+12% +$421K 0.02% 468
2026
Q1 		$2.76M Buy
116,693
+13,192
+13% +$339K 0.01% 555
2025
Q4 		$2.47M Buy
103,501
+9,388
+10% +$216K 0.01% 550
2025
Q3 		$2.18M Sell
94,113
-1,569
-2% -$38.8K 0.01% 544
2025
Q2 		$2.28M Sell
95,682
-555,206
-85% -$11.4M 0.02% 504
2025
Q1 		$12.5M Buy
650,888
+15,229
+2% +$305K 0.11% 208
2024
Q4 		$12.9M Buy
635,659
+71,737
+13% +$1.51M 0.11% 202
2024
Q3 		$11.4M Buy
563,922
+22,437
+4% +$483K 0.1% 218
2024
Q2 		$12.1M Buy
541,485
+72,564
+15% +$1.75M 0.12% 199
2024
Q1 		$13.2M Sell
468,921
-103,878
-18% -$2.86M 0.15% 187
2023
Q4 		$15.8M Sell
572,799
-12,918
-2% -$321K 0.08% 286
2023
Q3 		$14.4M Sell
585,717
-45,787
-7% -$1.24M 0.09% 282
2023
Q2 		$16.9M Sell
631,504
-37,381
-6% -$966K 0.1% 238
2023
Q1 		$18M Buy
668,885
+128,170
+24% +$3.74M 0.12% 211
2022
Q4 		$14.3M Buy
540,715
+133,757
+33% +$3.32M 0.1% 236
2022
Q3 		$8.76M Buy
406,958
+396,139
+3,662% +$10.2M 0.07% 307
2022
Q2 		$252K Buy
10,819
+1,009
+10% +$25.8K ﹤0.01% 1510
2022
Q1 		$274K Sell
9,810
-87
-0.9% -$2.66K ﹤0.01% 1453
2021
Q4 		$331K Sell
9,897
-935
-9% -$30.8K ﹤0.01% 1407
2021
Q3 		$322K Buy
10,832
+926
+9% +$28.9K ﹤0.01% 1335
2021
Q2 		$317K Buy
9,906
+892
+10% +$28.9K ﹤0.01% 1323
2021
Q1 		$267K Sell
9,014
-856
-9% -$23.4K ﹤0.01% 1302
2020
Q4 		$247K Buy
+9,870
New +$220K ﹤0.01% 1206
2020
Q3 		– Sell
-9,872
Closed -$207K – 1280
2020
Q2 		$207K Buy
+9,872
New +$186K ﹤0.01% 1143
2017
Q4 		– Sell
-20,076
Closed -$894K – 419
2017
Q3 		$894K Sell
20,076
-90
-0.4% -$3.94K 0.08% 164
2017
Q2 		$903K Buy
+20,166
New +$862K 0.11% 164

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

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

AE Wealth Management increased its Franklin Templeton (BEN) stake by 12% in Q2 2026, buying an estimated $421K and bringing the position to 130,756 shares worth $4.35M. The position accounts for 0.02% of the portfolio, ranked #468.

AE Wealth Management first reported a position in BEN in Q2 2017 and has held it in 26 quarters since. The position peaked at $18M in Q1 2023. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • AE Wealth Management held 130,756 shares of Franklin Templeton worth $4.35M as of Q2 2026.
  • AE Wealth Management bought 14,063 Franklin Templeton shares in Q2 2026, an estimated $421K.
  • Franklin Templeton made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #468 holding.
  • AE Wealth Management first reported a position in Franklin Templeton in Q2 2017 and has held it in 26 quarters since.
  • AE Wealth Management's Franklin Templeton position peaked at $18M in Q1 2023.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.