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Beacon Pointe Advisors’s Franklin Templeton BEN Stock Holding History

Beacon Pointe Advisors’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 		$2.06M Sell
61,945
-2,209
-3% -$66.1K 0.01% 756
2026
Q1 		$1.52M Buy
64,154
+16,370
+34% +$421K 0.01% 830
2025
Q4 		$1.14M Buy
47,784
+763
+2% +$17.5K 0.01% 793
2025
Q3 		$1.09M Buy
+47,021
New +$1.16M 0.01% 732

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

Beacon Pointe Advisors's BEN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Franklin Templeton (BEN) stake by 3.4% in Q2 2026, selling an estimated $66.1K and leaving 61,945 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #756.

Beacon Pointe Advisors first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Beacon Pointe Advisors held 61,945 shares of Franklin Templeton worth $2.06M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,209 Franklin Templeton shares in Q2 2026, an estimated $66.1K.
  • Franklin Templeton made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #756 holding.
  • Beacon Pointe Advisors first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.