Ashton Thomas Private Wealth’s Franklin Templeton BEN Stock Holding History

Ashton Thomas Private Wealth’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	$389K	Buy	11,703 +646	+6%	+$19.3K	0.01%	878
2026 Q1	$261K	Buy	+11,057	New	+$284K	0.01%	944
2025 Q2	–	Sell	-41,489	Closed	-$812K	–	831
2025 Q1	$812K	Buy	41,489 +12,052	+41%	+$242K	0.03%	431
2024 Q4	$607K	Buy	+29,437	New	+$620K	0.02%	496
2023 Q3	–	Sell	-20,789	Closed	-$555K	–	567
2023 Q2	$555K	Buy	20,789 +168	+0.8%	+$4.34K	0.04%	383
2023 Q1	$556K	Sell	20,621 -22,057	-52%	-$644K	0.05%	349
2022 Q4	$1.13M	Buy	42,678 +2,992	+8%	+$74.3K	0.11%	216
2022 Q3	$854K	Sell	39,686 -21,122	-35%	-$543K	0.1%	234
2022 Q2	$1.42M	Buy	+60,808	New	+$1.56M	0.15%	170
2020 Q1	–	Sell	-26,900	Closed	-$699K	–	211
2019 Q4	$699K	Sell	26,900 -378	-1%	-$10.3K	0.23%	113
2019 Q3	$787K	Sell	27,278 -6,348	-19%	-$194K	0.33%	78
2019 Q2	$1.17M	Buy	33,626 +6,043	+22%	+$205K	0.45%	59
2019 Q1	$914K	Buy	+27,583	New	+$871K	0.38%	67

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

Ashton Thomas Private Wealth's BEN Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Franklin Templeton (BEN) stake by 5.8% in Q2 2026, buying an estimated $19.3K and bringing the position to 11,703 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #878.

Ashton Thomas Private Wealth first reported a position in BEN in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.42M in Q2 2022. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Ashton Thomas Private Wealth held 11,703 shares of Franklin Templeton worth $389K as of Q2 2026.
Ashton Thomas Private Wealth bought 646 Franklin Templeton shares in Q2 2026, an estimated $19.3K.
Franklin Templeton made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #878 holding.
Ashton Thomas Private Wealth first reported a position in Franklin Templeton in Q1 2019 and has held it in 13 quarters since.
Ashton Thomas Private Wealth's Franklin Templeton position peaked at $1.42M in Q2 2022.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.