Destination Wealth Management’s Franklin Templeton BEN Stock Holding History

Destination 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	$277K	Buy	+8,317	New	+$249K	0.01%	283
2019 Q2	–	Sell	-504	Closed	-$17K	–	571
2019 Q1	$17K	Hold	504	–	–	﹤0.01%	397
2018 Q4	$15K	Sell	504 -258	-34%	-$7.93K	﹤0.01%	372
2018 Q3	$23K	Buy	+762	New	+$24.6K	﹤0.01%	383
2018 Q2	–	Sell	-504	Closed	-$17K	–	518
2018 Q1	$17K	Buy	+504	New	+$20.5K	﹤0.01%	350
2015 Q3	–	Sell	-5,211	Closed	-$256K	–	124
2015 Q2	$256K	Buy	+5,211	New	+$267K	0.02%	211

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

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

Destination Wealth Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 8,317 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in BEN as recently as Q1 2019.

Destination Wealth Management first reported a position in BEN in Q2 2015 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Destination Wealth Management held 8,317 shares of Franklin Templeton worth $277K as of Q2 2026.
Franklin Templeton was a new Destination Wealth Management position in Q2 2026.
Franklin Templeton made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #283 holding.
Destination Wealth Management first reported a position in Franklin Templeton in Q2 2015 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.