Angeles Wealth Management’s Franklin Templeton BEN Stock Holding History

Angeles 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	$361K	Sell	10,747 -22	-0.2%	-$659	0.02%	348
2026 Q1	$258K	Buy	10,769 +90	+0.8%	+$2.32K	0.01%	351
2025 Q4	$259K	Buy	10,679 +21	+0.2%	+$482	0.01%	316
2025 Q3	$247K	Buy	10,658 +108	+1%	+$2.67K	0.02%	292
2025 Q2	$252K	Sell	10,550 -80	-0.8%	-$1.65K	0.02%	289
2025 Q1	$205K	Buy	10,630 +147	+1%	+$2.95K	0.02%	278
2024 Q4	$213K	Sell	10,483 -31	-0.3%	-$653	0.02%	282
2024 Q3	$212K	Sell	10,514 -409	-4%	-$8.81K	0.02%	252
2024 Q2	$244K	Buy	10,923 +31	+0.3%	+$747	0.02%	205
2024 Q1	$306K	Buy	10,892 +7	+0.1%	+$193	0.03%	170
2023 Q4	$324K	Buy	10,885 +236	+2%	+$5.87K	0.04%	144
2023 Q3	$262K	Hold	10,649	–	–	0.04%	143
2023 Q2	$284K	Sell	10,649 -25	-0.2%	-$646	0.04%	146
2023 Q1	$288K	Sell	10,674 -1,825	-15%	-$53.3K	0.04%	140
2022 Q4	$330K	Sell	12,499 -1,500	-11%	-$37.3K	0.06%	119
2022 Q3	$301K	Hold	13,999	–	–	0.06%	122
2022 Q2	$326K	Hold	13,999	–	–	0.07%	124
2022 Q1	$391K	Buy	+13,999	New	+$428K	0.07%	116

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

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

Angeles Wealth Management reduced its Franklin Templeton (BEN) stake by 0.2% in Q2 2026, selling an estimated $659 and leaving 10,747 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #348.

Angeles Wealth Management first reported a position in BEN in Q1 2022 and has held it in 18 quarters since. The position peaked at $391K in Q1 2022. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Angeles Wealth Management held 10,747 shares of Franklin Templeton worth $361K as of Q2 2026.
Angeles Wealth Management sold 22 Franklin Templeton shares in Q2 2026, an estimated $659.
Franklin Templeton made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #348 holding.
Angeles Wealth Management first reported a position in Franklin Templeton in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's Franklin Templeton position peaked at $391K in Q1 2022.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.