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Bell Investment Advisors’s Franklin Templeton BEN Stock Holding History

Bell Investment 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 		$899 Hold
27
– – ﹤0.01% 1554
2026
Q1 		$638 Sell
27
-32
-54% -$823 ﹤0.01% 1660
2025
Q4 		$1.41K Buy
59
+32
+119% +$735 ﹤0.01% 1457
2025
Q3 		$625 Sell
27
-90
-77% -$2.22K ﹤0.01% 1691
2025
Q2 		$2.79K Buy
117
+2
+2% +$41 ﹤0.01% 1224
2025
Q1 		$2.21K Buy
115
+2
+2% +$40 ﹤0.01% 1271
2024
Q4 		$2.29K Buy
113
+44
+64% +$927 ﹤0.01% 1274
2024
Q3 		$1.39K Sell
69
-66
-49% -$1.42K ﹤0.01% 1485
2024
Q2 		$3.02K Sell
135
-978
-88% -$23.6K ﹤0.01% 1173
2024
Q1 		$31.3K Hold
1,113
– – 0.01% 292
2023
Q4 		$33.2K Sell
1,113
-27
-2% -$672 0.01% 249
2023
Q3 		$28K Buy
1,140
+1,034
+975% +$28K 0.01% 252
2023
Q2 		$2.83K Sell
106
-19
-15% -$491 ﹤0.01% 1122
2023
Q1 		$3.37K Buy
125
+20
+19% +$584 ﹤0.01% 983
2022
Q4 		$2.77K Buy
105
+39
+59% +$969 ﹤0.01% 1107
2022
Q3 		$1K Sell
66
-18
-21% -$463 ﹤0.01% 1322
2022
Q2 		$2K Buy
+84
New +$2.15K ﹤0.01% 1093
2021
Q4 		$1K Sell
35
-1
-3% -$33 ﹤0.01% 1350
2021
Q3 		$1K Buy
+36
New +$1.12K ﹤0.01% 1280

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

Bell Investment Advisors's BEN Position: Q2 2026 in Review

Bell Investment Advisors held its Franklin Templeton (BEN) position steady in Q2 2026 at 27 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Bell Investment Advisors first reported a position in BEN in Q3 2021 and has held it in 19 quarters since. The position peaked at $33.2K in Q4 2023. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bell Investment Advisors held 27 shares of Franklin Templeton worth $899 as of Q2 2026.
  • Bell Investment Advisors left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1554 holding.
  • Bell Investment Advisors first reported a position in Franklin Templeton in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Franklin Templeton position peaked at $33.2K in Q4 2023.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.