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Capital Advisors Ltd’s Franklin Templeton BEN Stock Holding History

Capital Advisors Ltd’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 		$17K Hold
519
– – ﹤0.01% 721
2026
Q1 		$12K Hold
519
– – ﹤0.01% 785
2025
Q4 		$12K Sell
519
-12
-2% -$276 ﹤0.01% 756
2025
Q3 		$12K Hold
531
– – ﹤0.01% 754
2025
Q2 		$13K Buy
531
+395
+290% +$8.14K ﹤0.01% 717
2025
Q1 		$3K Buy
+136
New +$2.73K ﹤0.01% 968
2024
Q3 		– Sell
-32
Closed -$1K – 1375
2024
Q2 		$1K Buy
32
+18
+129% +$433 ﹤0.01% 1127
2024
Q1 		$0 Buy
+14
New +$386 ﹤0.01% 1354
2022
Q4 		– Sell
-30
Closed -$1K – 1226
2022
Q3 		$1K Sell
30
-42
-58% -$1.08K ﹤0.01% 961
2022
Q2 		$2K Buy
+72
New +$1.84K ﹤0.01% 648
2022
Q1 		– Sell
-16
Closed -$1K – 912
2021
Q4 		$1K Buy
+16
New +$527 ﹤0.01% 618

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

Capital Advisors Ltd's BEN Position: Q2 2026 in Review

Capital Advisors Ltd held its Franklin Templeton (BEN) position steady in Q2 2026 at 519 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Capital Advisors Ltd first reported a position in BEN in Q4 2021 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Capital Advisors Ltd held 519 shares of Franklin Templeton worth $17K as of Q2 2026.
  • Capital Advisors Ltd left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #721 holding.
  • Capital Advisors Ltd first reported a position in Franklin Templeton in Q4 2021 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.