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Atria Investments’s Franklin Templeton BEN Stock Holding History

Atria Investments’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 		$958K Sell
28,785
-8,215
-22% -$246K 0.01% 1141
2026
Q1 		$874K Sell
37,000
-6,823
-16% -$176K 0.01% 1135
2025
Q4 		$1.05M Buy
43,823
+6,281
+17% +$144K 0.01% 1031
2025
Q3 		$868K Buy
37,542
+16,454
+78% +$407K 0.01% 1121
2025
Q2 		$503K Sell
21,088
-5,403
-20% -$111K 0.01% 1411
2025
Q1 		$510K Buy
26,491
+14,706
+125% +$295K 0.01% 1345
2024
Q4 		$239K Buy
+11,785
New +$248K ﹤0.01% 1706
2022
Q2 		– Sell
-52,982
Closed -$1.48M – 762
2022
Q1 		$1.48M Sell
52,982
-55,585
-51% -$1.7M 0.03% 681
2021
Q4 		$3.64M Buy
108,567
+2,880
+3% +$94.8K 0.06% 371
2021
Q3 		$3.14M Buy
105,687
+3,490
+3% +$109K 0.06% 373
2021
Q2 		$3.27M Buy
102,197
+1,599
+2% +$51.8K 0.06% 351
2021
Q1 		$2.98M Buy
100,598
+60,086
+148% +$1.64M 0.07% 340
2020
Q4 		$1.01M Buy
+40,512
New +$904K 0.02% 665
2020
Q1 		– Sell
-19,797
Closed -$514K – 610
2019
Q4 		$514K Buy
+19,797
New +$538K 0.01% 782
2018
Q2 		– Sell
-6,572
Closed -$228K – 953
2018
Q1 		$228K Buy
6,572
+1,441
+28% +$58.6K 0.01% 766
2017
Q4 		$222K Buy
+5,131
New +$222K 0.01% 748
2017
Q3 		– Sell
-6,612
Closed -$296K – 789
2017
Q2 		$296K Buy
+6,612
New +$283K 0.02% 562
2014
Q4 		– Sell
-5,099
Closed -$278K – 413
2014
Q3 		$278K Buy
+5,099
New +$286K 0.03% 380

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

Atria Investments's BEN Position: Q2 2026 in Review

Atria Investments reduced its Franklin Templeton (BEN) stake by 22% in Q2 2026, selling an estimated $246K and leaving 28,785 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #1141.

Atria Investments first reported a position in BEN in Q3 2014 and has held it in 18 quarters since. The position peaked at $3.64M in Q4 2021. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Atria Investments held 28,785 shares of Franklin Templeton worth $958K as of Q2 2026.
  • Atria Investments sold 8,215 Franklin Templeton shares in Q2 2026, an estimated $246K.
  • Franklin Templeton made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1141 holding.
  • Atria Investments first reported a position in Franklin Templeton in Q3 2014 and has held it in 18 quarters since.
  • Atria Investments's Franklin Templeton position peaked at $3.64M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.