Apollon Wealth Management’s Franklin Templeton BEN Stock Holding History

Apollon 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	$534K	Buy	16,053 +6,975	+77%	+$209K	0.01%	981
2026 Q1	$214K	Buy	+9,078	New	+$234K	﹤0.01%	1289
2025 Q4	–	Sell	-9,172	Closed	-$212K	–	1313
2025 Q3	$212K	Sell	9,172 -6,537	-42%	-$162K	﹤0.01%	1206
2025 Q2	$375K	Sell	15,709 -11,568	-42%	-$238K	0.01%	922
2025 Q1	$525K	Buy	27,277 +2,947	+12%	+$59.1K	0.01%	728
2024 Q4	$494K	Buy	+24,330	New	+$513K	0.01%	762
2024 Q2	–	Sell	-8,489	Closed	-$239K	–	1106
2024 Q1	$239K	Buy	8,489 +322	+4%	+$8.87K	0.01%	962
2023 Q4	$243K	Buy	+8,167	New	+$203K	0.01%	921

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

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

Apollon Wealth Management increased its Franklin Templeton (BEN) stake by 77% in Q2 2026, buying an estimated $209K and bringing the position to 16,053 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #981.

Apollon Wealth Management first reported a position in BEN in Q4 2023 and has held it in 8 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Apollon Wealth Management held 16,053 shares of Franklin Templeton worth $534K as of Q2 2026.
Apollon Wealth Management bought 6,975 Franklin Templeton shares in Q2 2026, an estimated $209K.
Franklin Templeton made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #981 holding.
Apollon Wealth Management first reported a position in Franklin Templeton in Q4 2023 and has held it in 8 quarters since.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.