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Bleakley Financial Group’s Franklin Templeton BEN Stock Holding History

Bleakley Financial Group’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 		$617K Buy
+18,535
New +$555K 0.01% 756
2024
Q1 		– Sell
-6,811
Closed -$203K – 997
2023
Q4 		$203K Buy
+6,811
New +$169K 0.01% 859

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

Bleakley Financial Group's BEN Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Franklin Templeton (BEN) in Q2 2026: 18,535 shares worth $617K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in BEN as recently as Q4 2023.

Bleakley Financial Group first reported a position in BEN in Q4 2023 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bleakley Financial Group held 18,535 shares of Franklin Templeton worth $617K as of Q2 2026.
  • Franklin Templeton was a new Bleakley Financial Group position in Q2 2026.
  • Franklin Templeton made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #756 holding.
  • Bleakley Financial Group first reported a position in Franklin Templeton in Q4 2023 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.