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Consultiva Wealth Management’s Franklin Templeton BEN Stock Holding History

Consultiva Wealth Management’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 		$85K Buy
2,554
+1,220
+91% +$36.5K 0.19% 73
2026
Q1 		$31.5K Buy
1,334
+18
+1% +$463 0.09% 119
2025
Q4 		$31.5K Buy
1,316
+17
+1% +$390 0.09% 123
2025
Q3 		$30.1K Buy
1,299
+16
+1% +$395 0.08% 125
2025
Q2 		$30.6K Buy
1,283
+820
+177% +$16.9K 0.09% 120
2025
Q1 		$8.92K Buy
463
+8
+2% +$160 0.03% 220
2024
Q4 		$9.25K Buy
455
+6
+1% +$126 0.05% 130
2024
Q3 		$9.04K Buy
449
+6
+1% +$129 0.07% 23
2024
Q2 		$9.9K Buy
+443
New +$10.7K 0.09% 21
2023
Q3 		– Sell
-354
Closed -$9.46K – 29
2023
Q2 		$9.46K Buy
+354
New +$9.15K 0.24% 27

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

Consultiva Wealth Management's BEN Position: Q2 2026 in Review

Consultiva Wealth Management increased its Franklin Templeton (BEN) stake by 91% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,554 shares worth $85K. The position accounts for 0.19% of the portfolio, ranked #73.

Consultiva Wealth Management first reported a position in BEN in Q2 2023 and has held it in 10 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Consultiva Wealth Management held 2,554 shares of Franklin Templeton worth $85K as of Q2 2026.
  • Consultiva Wealth Management bought 1,220 Franklin Templeton shares in Q2 2026, an estimated $36.5K.
  • Franklin Templeton made up 0.19% of Consultiva Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Consultiva Wealth Management first reported a position in Franklin Templeton in Q2 2023 and has held it in 10 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.