Curio Wealth’s Franklin Templeton BEN Stock Holding History

Curio Wealth’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	–	Sell	-10	Closed	-$236	–	191
2026 Q1	$236	Buy	+10	New	+$257	﹤0.01%	712

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 $3.37T AUM 44.26% 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

Curio Wealth's BEN Position: Q2 2026 in Review

Curio Wealth sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 10 shares — an estimated $236 sold.

Curio Wealth first reported a position in BEN in Q1 2026 and held it in 1 quarter. The position peaked at $236 in Q1 2026. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Curio Wealth reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 10 Franklin Templeton shares in Q2 2026, an estimated $236.
Curio Wealth first reported a position in Franklin Templeton in Q1 2026 and held it in 1 quarter.
Curio Wealth's Franklin Templeton position peaked at $236 in Q1 2026.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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