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Covestor’s Franklin Templeton BEN Stock Holding History

Covestor’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 		$64K Buy
1,924
+376
+24% +$11.3K 0.04% 643
2026
Q1 		$37K Sell
1,548
-2,100
-58% -$54K 0.03% 855
2025
Q4 		$87K Buy
3,648
+2,152
+144% +$49.4K 0.05% 644
2025
Q3 		$35K Sell
1,496
-3,730
-71% -$92.2K 0.02% 1054
2025
Q2 		$125K Buy
5,226
+122
+2% +$2.51K 0.07% 418
2025
Q1 		$98K Sell
5,104
-3,491
-41% -$70K 0.07% 499
2024
Q4 		$174K Buy
8,595
+1,180
+16% +$24.9K 0.11% 236
2024
Q3 		$150K Buy
7,415
+2,746
+59% +$59.2K 0.09% 302
2024
Q2 		$104K Buy
4,669
+677
+17% +$16.3K 0.07% 460
2024
Q1 		$112K Buy
3,992
+1,473
+58% +$40.6K 0.07% 465
2023
Q4 		$75K Buy
2,519
+146
+6% +$3.63K 0.05% 664
2023
Q3 		$58K Sell
2,373
-346
-13% -$9.36K 0.04% 694
2023
Q2 		$72K Sell
2,719
-745
-22% -$19.3K 0.05% 615
2023
Q1 		$93K Sell
3,464
-2,457
-41% -$71.8K 0.08% 412
2022
Q4 		$156K Buy
5,921
+531
+10% +$13.2K 0.13% 197
2022
Q3 		$116K Sell
5,390
-2,139
-28% -$55K 0.1% 280
2022
Q2 		$176K Buy
7,529
+2,249
+43% +$57.5K 0.14% 143
2022
Q1 		$147K Buy
5,280
+2,390
+83% +$73K 0.1% 282
2021
Q4 		$97K Buy
+2,890
New +$95.1K 0.14% 171

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

Covestor's BEN Position: Q2 2026 in Review

Covestor increased its Franklin Templeton (BEN) stake by 24% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,924 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #643.

Covestor first reported a position in BEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $176K in Q2 2022. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Covestor held 1,924 shares of Franklin Templeton worth $64K as of Q2 2026.
  • Covestor bought 376 Franklin Templeton shares in Q2 2026, an estimated $11.3K.
  • Franklin Templeton made up 0.04% of Covestor's portfolio in Q2 2026, its #643 holding.
  • Covestor first reported a position in Franklin Templeton in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Franklin Templeton position peaked at $176K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.