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Baker Avenue Asset Management’s Franklin Templeton BEN Stock Holding History

Baker Avenue Asset 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 		$245K Buy
+7,372
New +$221K ﹤0.01% 725
2023
Q4 		– Sell
-33
Closed -$811 – 490
2023
Q3 		$811 Hold
33
– – ﹤0.01% 1329
2023
Q2 		$887 Buy
+33
New +$853 ﹤0.01% 1215

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PCOC
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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

Baker Avenue Asset Management's BEN Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 7,372 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in BEN as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in BEN in Q2 2023 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Baker Avenue Asset Management held 7,372 shares of Franklin Templeton worth $245K as of Q2 2026.
  • Franklin Templeton was a new Baker Avenue Asset Management position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #725 holding.
  • Baker Avenue Asset Management first reported a position in Franklin Templeton in Q2 2023 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.