Benjamin Edwards Inc’s Franklin Templeton BEN Stock Holding History

Benjamin Edwards Inc’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	$601K	Sell	18,077 -1,911	-10%	-$57.2K	0.01%	990
2026 Q1	$472K	Buy	+19,988	New	+$514K	﹤0.01%	1020
2025 Q2	–	Sell	-74,592	Closed	-$1.44M	–	1153
2025 Q1	$1.44M	Sell	74,592 -1,437	-2%	-$28.8K	0.02%	497
2024 Q4	$1.54M	Buy	76,029 +3,522	+5%	+$74.2K	0.02%	494
2024 Q3	$1.46M	Buy	+72,507	New	+$1.56M	0.02%	501

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Benjamin Edwards Inc's BEN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Franklin Templeton (BEN) stake by 9.6% in Q2 2026, selling an estimated $57.2K and leaving 18,077 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #990.

Benjamin Edwards Inc first reported a position in BEN in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2024. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Benjamin Edwards Inc held 18,077 shares of Franklin Templeton worth $601K as of Q2 2026.
Benjamin Edwards Inc sold 1,911 Franklin Templeton shares in Q2 2026, an estimated $57.2K.
Franklin Templeton made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #990 holding.
Benjamin Edwards Inc first reported a position in Franklin Templeton in Q3 2024 and has held it in 5 quarters since.
Benjamin Edwards Inc's Franklin Templeton position peaked at $1.54M in Q4 2024.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.