Avantax Advisory Services’s Franklin Templeton BEN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$223K	Buy	+9,346	New	+$193K	﹤0.01%	2131
2024 Q3	–	Sell	-21,265	Closed	-$475K	–	2128
2024 Q2	$475K	Buy	+21,265	New	+$512K	﹤0.01%	1396
2023 Q2	–	Sell	-8,879	Closed	-$239K	–	1510
2023 Q1	$239K	Buy	+8,879	New	+$259K	﹤0.01%	1276

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Avantax Advisory Services's BEN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Franklin Templeton (BEN) in Q2 2025: 9,346 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2131 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in BEN as recently as Q2 2024.

Avantax Advisory Services first reported a position in BEN in Q1 2023 and has held it in 3 quarters since. The position peaked at $475K in Q2 2024. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Avantax Advisory Services held 9,346 shares of Franklin Templeton worth $223K as of Q2 2025.
Franklin Templeton was a new Avantax Advisory Services position in Q2 2025.
Franklin Templeton made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2131 holding.
Avantax Advisory Services first reported a position in Franklin Templeton in Q1 2023 and has held it in 3 quarters since.
Avantax Advisory Services's Franklin Templeton position peaked at $475K in Q2 2024.
567 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.