Decker Retirement Planning’s Franklin Templeton BEN Stock Holding History

Decker Retirement Planning’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	$9.35K	Hold	281	–	–	﹤0.01%	225
2026 Q1	$6.64K	Hold	281	–	–	﹤0.01%	192
2025 Q4	$6.71K	Hold	281	–	–	﹤0.01%	182
2025 Q3	$6.5K	Hold	281	–	–	﹤0.01%	178
2025 Q2	$6.7K	Hold	281	–	–	﹤0.01%	198
2025 Q1	$5.41K	Hold	281	–	–	﹤0.01%	145
2024 Q4	$5.7K	Buy	+281	New	+$5.92K	﹤0.01%	312

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

Decker Retirement Planning's BEN Position: Q2 2026 in Review

Decker Retirement Planning held its Franklin Templeton (BEN) position steady in Q2 2026 at 281 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Decker Retirement Planning first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Decker Retirement Planning held 281 shares of Franklin Templeton worth $9.35K as of Q2 2026.
Decker Retirement Planning left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #225 holding.
Decker Retirement Planning first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.