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Bruce G. Allen Investments’s Franklin Templeton BEN Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-31
Closed -$732 – 1041
2026
Q1 		$732 Hold
31
– – ﹤0.01% 896
2025
Q4 		$741 Hold
31
– – ﹤0.01% 890
2025
Q3 		$717 Hold
31
– – ﹤0.01% 892
2025
Q2 		$739 Sell
31
-40
-56% -$824 ﹤0.01% 881
2025
Q1 		$1.37K Hold
71
– – ﹤0.01% 754
2024
Q4 		$1.44K Sell
71
-282
-80% -$5.94K ﹤0.01% 761
2024
Q3 		$7.11K Sell
353
-7
-2% -$151 0.01% 529
2024
Q2 		$8.05K Hold
360
– – 0.01% 495
2024
Q1 		$10.1K Hold
360
– – 0.01% 470
2023
Q4 		$10.7K Buy
+360
New +$8.96K 0.01% 467

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 $3.38T AUM 44.17% 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
Azora Capital LP
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Bruce G. Allen Investments's BEN Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 31 shares — an estimated $732 sold.

Bruce G. Allen Investments first reported a position in BEN in Q4 2023 and held it in 10 quarters. The position peaked at $10.7K in Q4 2023. 670 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 31 Franklin Templeton shares in Q2 2026, an estimated $732.
  • Bruce G. Allen Investments first reported a position in Franklin Templeton in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's Franklin Templeton position peaked at $10.7K in Q4 2023.
  • 670 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.