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Alpine Bank Wealth Management’s Franklin Templeton BEN Stock Holding History

Alpine Bank 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 		$9.98K Buy
+300
New +$8.98K ﹤0.01% 378
2025
Q4 		– Sell
-300
Closed -$6.94K – 172
2025
Q3 		$6.94K Hold
300
– – ﹤0.01% 397
2025
Q2 		$7.16K Hold
300
– – ﹤0.01% 392
2025
Q1 		$5.78K Buy
+300
New +$6.01K ﹤0.01% 389
2024
Q3 		$6.04K Buy
+300
New +$6.46K ﹤0.01% 402

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

Alpine Bank Wealth Management's BEN Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 300 shares worth $9.98K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in BEN as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in BEN in Q3 2024 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Alpine Bank Wealth Management held 300 shares of Franklin Templeton worth $9.98K as of Q2 2026.
  • Franklin Templeton was a new Alpine Bank Wealth Management position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Alpine Bank Wealth Management first reported a position in Franklin Templeton in Q3 2024 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.