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Clearstead Advisors’s Franklin Templeton BEN Stock Holding History

Clearstead Advisors’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 		$123K Buy
3,684
+3,559
+2,847% +$107K ﹤0.01% 1229
2026
Q1 		$2.95K Sell
125
-685
-85% -$17.6K ﹤0.01% 1823
2025
Q4 		$19.4K Buy
810
+294
+57% +$6.75K ﹤0.01% 1725
2025
Q3 		$11.9K Buy
516
+271
+111% +$6.7K ﹤0.01% 1865
2025
Q2 		$5.84K Buy
+245
New +$5.05K ﹤0.01% 2061
2024
Q3 		– Sell
-10
Closed -$224 – 2047
2024
Q2 		$224 Hold
10
– – ﹤0.01% 1972
2024
Q1 		$240 Buy
+10
New +$275 ﹤0.01% 1489
2020
Q2 		– Sell
-675
Closed -$11K – 787
2020
Q1 		$11K Buy
+675
New +$15.5K ﹤0.01% 560

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

Clearstead Advisors's BEN Position: Q2 2026 in Review

Clearstead Advisors increased its Franklin Templeton (BEN) stake by 2,847% in Q2 2026, buying an estimated $107K and bringing the position to 3,684 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Clearstead Advisors first reported a position in BEN in Q1 2020 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Clearstead Advisors held 3,684 shares of Franklin Templeton worth $123K as of Q2 2026.
  • Clearstead Advisors bought 3,559 Franklin Templeton shares in Q2 2026, an estimated $107K.
  • Franklin Templeton made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1229 holding.
  • Clearstead Advisors first reported a position in Franklin Templeton in Q1 2020 and has held it in 8 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.