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Allworth Financial’s Franklin Templeton BEN Stock Holding History

Allworth Financial’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 		$357K Buy
10,730
+4,735
+79% +$142K ﹤0.01% 1162
2026
Q1 		$142K Buy
5,995
+1,538
+35% +$39.6K ﹤0.01% 1610
2025
Q4 		$106K Buy
4,457
+228
+5% +$5.24K ﹤0.01% 1716
2025
Q3 		$97.8K Sell
4,229
-1,759
-29% -$43.5K ﹤0.01% 1702
2025
Q2 		$143K Sell
5,988
-1,352
-18% -$27.9K ﹤0.01% 1341
2025
Q1 		$138K Buy
7,340
+1,033
+16% +$20.7K ﹤0.01% 1085
2024
Q4 		$125K Buy
6,307
+2,855
+83% +$60.1K ﹤0.01% 1156
2024
Q3 		$69.6K Sell
3,452
-3,200
-48% -$68.9K ﹤0.01% 1244
2024
Q2 		$156K Sell
6,652
-218
-3% -$5.25K ﹤0.01% 894
2024
Q1 		$193K Sell
6,870
-1,481
-18% -$40.8K ﹤0.01% 799
2023
Q4 		$249K Buy
8,351
+1,144
+16% +$28.5K ﹤0.01% 680
2023
Q3 		$177K Sell
7,207
-69
-0.9% -$1.87K ﹤0.01% 717
2023
Q2 		$194K Sell
7,276
-3,321
-31% -$85.8K ﹤0.01% 711
2023
Q1 		$285K Buy
10,597
+2,352
+29% +$68.7K ﹤0.01% 575
2022
Q4 		$218K Sell
8,245
-2,102
-20% -$52.2K ﹤0.01% 613
2022
Q3 		$223K Buy
10,347
+2,949
+40% +$75.8K ﹤0.01% 570
2022
Q2 		$172K Sell
7,398
-1,392
-16% -$35.6K ﹤0.01% 587
2022
Q1 		$245K Buy
8,790
+1,366
+18% +$41.7K ﹤0.01% 514
2021
Q4 		$249K Buy
7,424
+70
+1% +$2.3K ﹤0.01% 485
2021
Q3 		$219K Sell
7,354
-721
-9% -$22.5K ﹤0.01% 462
2021
Q2 		$258K Sell
8,075
-2,348
-23% -$76.1K ﹤0.01% 336
2021
Q1 		$309K Buy
10,423
+3
+0% +$82 0.01% 296
2020
Q4 		$260K Buy
10,420
+5
+0% +$112 0.01% 254
2020
Q3 		$212K Buy
10,415
+4
+0% +$84 0.01% 235
2020
Q2 		$218K Buy
10,411
+6
+0.1% +$113 0.01% 231
2020
Q1 		$174K Buy
10,405
+1,905
+22% +$43.7K 0.01% 256
2019
Q4 		$221K Buy
8,500
+3
+0% +$82 0.01% 184
2019
Q3 		$245K Buy
8,497
+3
+0% +$92 0.01% 143
2019
Q2 		$296K Buy
8,494
+2
+0% +$68 0.01% 133
2019
Q1 		$281K Buy
8,492
+338
+4% +$10.7K 0.01% 136
2018
Q4 		$242K Hold
8,154
– – 0.01% 135
2018
Q3 		$248K Hold
8,154
– – 0.01% 137
2018
Q2 		$261K Hold
8,154
– – 0.01% 131
2018
Q1 		$283K Hold
8,154
– – 0.02% 101
2017
Q4 		$353K Sell
8,154
-3,200
-28% -$139K 0.03% 85
2017
Q3 		$505K Sell
11,354
-1,156
-9% -$50.7K 0.04% 59
2017
Q2 		$560K Sell
12,510
-2,000
-14% -$85.5K 0.05% 54
2017
Q1 		$611K Hold
14,510
– – 0.06% 48
2016
Q4 		$574K Sell
14,510
-52
-0.4% -$1.95K 0.06% 49
2016
Q3 		$518K Buy
14,562
+3,678
+34% +$130K 0.05% 57
2016
Q2 		$363K Hold
10,884
– – 0.04% 67
2016
Q1 		$425K Hold
10,884
– – 0.05% 66
2015
Q4 		$401K Hold
10,884
– – 0.07% 65
2015
Q3 		$406K Hold
10,884
– – 0.14% 60
2015
Q2 		$534K Hold
10,884
– – 0.19% 51
2015
Q1 		$559K Hold
10,884
– – 0.21% 48
2014
Q4 		$603K Hold
10,884
– – 0.23% 42
2014
Q3 		$594K Buy
+10,884
New +$610K 0.23% 36
2014
Q1 		– Sell
-10,884
Closed -$628K – 77
2013
Q4 		$628K Sell
10,884
-3,678
-25% -$198K 0.31% 24
2013
Q3 		$736K Hold
14,562
– – 0.38% 21
2013
Q2 		$660K Buy
+14,562
New +$741K 0.37% 25

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

Allworth Financial's BEN Position: Q2 2026 in Review

Allworth Financial increased its Franklin Templeton (BEN) stake by 79% in Q2 2026, buying an estimated $142K and bringing the position to 10,730 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Allworth Financial first reported a position in BEN in Q2 2013 and has held it in 51 quarters since. The position peaked at $736K in Q3 2013. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Allworth Financial held 10,730 shares of Franklin Templeton worth $357K as of Q2 2026.
  • Allworth Financial bought 4,735 Franklin Templeton shares in Q2 2026, an estimated $142K.
  • Franklin Templeton made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1162 holding.
  • Allworth Financial first reported a position in Franklin Templeton in Q2 2013 and has held it in 51 quarters since.
  • Allworth Financial's Franklin Templeton position peaked at $736K in Q3 2013.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.