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Atlantic Union Bankshares’s Franklin Templeton BEN Stock Holding History

Atlantic Union Bankshares’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 		$439K Sell
13,200
-8
-0.1% -$240 0.01% 493
2026
Q1 		$312K Buy
13,208
+8
+0.1% +$206 0.01% 519
2025
Q4 		$315K Sell
13,200
-1,800
-12% -$41.3K 0.01% 514
2025
Q3 		$347K Buy
15,000
+14,400
+2,400% +$356K 0.01% 509
2025
Q2 		$14.3K Buy
+600
New +$12.4K ﹤0.01% 869

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

Atlantic Union Bankshares's BEN Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Franklin Templeton (BEN) stake by 0.06% in Q2 2026, selling an estimated $240 and leaving 13,200 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #493.

Atlantic Union Bankshares first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Atlantic Union Bankshares held 13,200 shares of Franklin Templeton worth $439K as of Q2 2026.
  • Atlantic Union Bankshares sold 8 Franklin Templeton shares in Q2 2026, an estimated $240.
  • Franklin Templeton made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #493 holding.
  • Atlantic Union Bankshares first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.