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Beaird Harris Wealth Management’s Franklin Templeton BEN Stock Holding History

Beaird Harris 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 		$51.6K Hold
1,550
– – ﹤0.01% 254
2026
Q1 		$36.6K Hold
1,550
– – ﹤0.01% 272
2025
Q4 		$37K Hold
1,550
– – ﹤0.01% 284
2025
Q3 		$35.9K Hold
1,550
– – ﹤0.01% 285
2025
Q2 		$37K Buy
1,550
+600
+63% +$12.4K ﹤0.01% 283
2025
Q1 		$18.3K Hold
950
– – ﹤0.01% 318
2024
Q4 		$19.3K Buy
+950
New +$20K ﹤0.01% 310
2023
Q1 		– Sell
-23
Closed -$607 – 508
2022
Q4 		$607 Buy
+23
New +$571 ﹤0.01% 683

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

Beaird Harris Wealth Management's BEN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Franklin Templeton (BEN) position steady in Q2 2026 at 1,550 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Beaird Harris Wealth Management first reported a position in BEN in Q4 2022 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Beaird Harris Wealth Management held 1,550 shares of Franklin Templeton worth $51.6K as of Q2 2026.
  • Beaird Harris Wealth Management left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Beaird Harris Wealth Management first reported a position in Franklin Templeton in Q4 2022 and has held it in 8 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.