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Bay Harbor Wealth Management’s Franklin Templeton BEN Stock Holding History

Bay Harbor Wealth 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 		$2.99K Buy
90
+28
+45% +$838 ﹤0.01% 553
2026
Q1 		$1.46K Buy
62
+23
+59% +$592 ﹤0.01% 638
2025
Q4 		$944 Buy
39
+10
+34% +$230 ﹤0.01% 660
2025
Q3 		$670 Buy
29
+8
+38% +$198 ﹤0.01% 623
2025
Q2 		$507 Buy
+21
New +$433 ﹤0.01% 640

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

Bay Harbor Wealth Management's BEN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Franklin Templeton (BEN) stake by 45% in Q2 2026, buying an estimated $838 and bringing the position to 90 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Bay Harbor Wealth Management first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bay Harbor Wealth Management held 90 shares of Franklin Templeton worth $2.99K as of Q2 2026.
  • Bay Harbor Wealth Management bought 28 Franklin Templeton shares in Q2 2026, an estimated $838.
  • Franklin Templeton made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Bay Harbor Wealth Management first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.