Concurrent Investment Advisors’s Franklin Templeton BEN Stock Holding History

Concurrent Investment 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	$440K	Sell	13,222 -402	-3%	-$12K	﹤0.01%	1477
2026 Q1	$322K	Buy	13,624 +359	+3%	+$9.24K	﹤0.01%	1454
2025 Q4	$317K	Buy	13,265 +2,716	+26%	+$62.4K	﹤0.01%	1358
2025 Q3	$244K	Buy	10,549 +878	+9%	+$21.7K	﹤0.01%	1255
2025 Q2	$231K	Sell	9,671 -877	-8%	-$18.1K	﹤0.01%	1201
2025 Q1	$203K	Buy	+10,548	New	+$211K	﹤0.01%	1119
2024 Q3	–	Sell	-9,710	Closed	-$217K	–	1100
2024 Q2	$217K	Buy	+9,710	New	+$234K	0.01%	848
2024 Q1	–	Sell	-7,519	Closed	-$224K	–	931
2023 Q4	$224K	Buy	+7,519	New	+$187K	0.01%	738

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Concurrent Investment Advisors's BEN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Franklin Templeton (BEN) stake by 3% in Q2 2026, selling an estimated $12K and leaving 13,222 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Concurrent Investment Advisors first reported a position in BEN in Q4 2023 and has held it in 8 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Concurrent Investment Advisors held 13,222 shares of Franklin Templeton worth $440K as of Q2 2026.
Concurrent Investment Advisors sold 402 Franklin Templeton shares in Q2 2026, an estimated $12K.
Franklin Templeton made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1477 holding.
Concurrent Investment Advisors first reported a position in Franklin Templeton in Q4 2023 and has held it in 8 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.