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Bare Financial Services’s Franklin Templeton BEN Stock Holding History

Bare Financial 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
2026
Q2 		$2.86K Buy
86
+25
+41% +$749 ﹤0.01% 1049
2026
Q1 		$1.44K Buy
+61
New +$1.57K ﹤0.01% 1101

Other funds holding BEN

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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

Bare Financial Services's BEN Position: Q2 2026 in Review

Bare Financial Services increased its Franklin Templeton (BEN) stake by 41% in Q2 2026, buying an estimated $749 and bringing the position to 86 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Bare Financial Services first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bare Financial Services held 86 shares of Franklin Templeton worth $2.86K as of Q2 2026.
  • Bare Financial Services bought 25 Franklin Templeton shares in Q2 2026, an estimated $749.
  • Franklin Templeton made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1049 holding.
  • Bare Financial Services first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.