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Blue Trust Inc’s Franklin Templeton BEN Stock Holding History

Blue Trust 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 		$22.6K Buy
679
+452
+199% +$13.5K ﹤0.01% 1617
2026
Q1 		$5.36K Buy
227
+42
+23% +$1.08K ﹤0.01% 1974
2025
Q4 		$4.42K Buy
185
+41
+28% +$941 ﹤0.01% 2016
2025
Q3 		$3.33K Buy
144
+35
+32% +$865 ﹤0.01% 2069
2025
Q2 		$2.6K Sell
109
-121
-53% -$2.49K ﹤0.01% 2100
2025
Q1 		$4.43K Buy
230
+90
+64% +$1.8K ﹤0.01% 2120
2024
Q4 		$2.84K Sell
140
-1,928
-93% -$40.6K ﹤0.01% 2172
2024
Q3 		$46.2K Buy
2,068
+1,148
+125% +$24.7K ﹤0.01% 1602
2024
Q2 		$25.9K Buy
920
+541
+143% +$13K ﹤0.01% 1549
2024
Q1 		$10.7K Sell
379
-503
-57% -$13.9K ﹤0.01% 1427
2023
Q4 		$22K Buy
882
+623
+241% +$15.5K ﹤0.01% 1235
2023
Q3 		$7K Buy
259
+60
+30% +$1.62K ﹤0.01% 1505
2023
Q2 		$5K Sell
199
-339
-63% -$8.76K ﹤0.01% 1511
2023
Q1 		$14K Buy
538
+55
+11% +$1.61K ﹤0.01% 1494
2022
Q4 		$10K Buy
483
+275
+132% +$6.83K ﹤0.01% 1528
2022
Q3 		$5K Buy
208
+196
+1,633% +$5.04K ﹤0.01% 1553
2022
Q2 		$0 Buy
+12
New +$307 ﹤0.01% 1888

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

Blue Trust Inc's BEN Position: Q2 2026 in Review

Blue Trust Inc increased its Franklin Templeton (BEN) stake by 199% in Q2 2026, buying an estimated $13.5K and bringing the position to 679 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Blue Trust Inc first reported a position in BEN in Q2 2022 and has held it in 17 quarters since. The position peaked at $46.2K in Q3 2024. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Blue Trust Inc held 679 shares of Franklin Templeton worth $22.6K as of Q2 2026.
  • Blue Trust Inc bought 452 Franklin Templeton shares in Q2 2026, an estimated $13.5K.
  • Franklin Templeton made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1617 holding.
  • Blue Trust Inc first reported a position in Franklin Templeton in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Franklin Templeton position peaked at $46.2K in Q3 2024.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.