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DiNuzzo Private Wealth’s Franklin Templeton BEN Stock Holding History

DiNuzzo Private 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 		$2.69K Buy
81
+2
+3% +$60 ﹤0.01% 577
2026
Q1 		$1.87K Hold
79
– – ﹤0.01% 671
2025
Q4 		$1.89K Buy
79
+10
+14% +$230 ﹤0.01% 671
2025
Q3 		$1.77K Buy
69
+11
+19% +$272 ﹤0.01% 680
2025
Q2 		$1.38K Buy
58
+16
+38% +$330 ﹤0.01% 752
2025
Q1 		$809 Sell
42
-2
-5% -$40 ﹤0.01% 894
2024
Q4 		$893 Sell
44
-11
-20% -$232 ﹤0.01% 892
2024
Q3 		$1.11K Sell
55
-13
-19% -$280 ﹤0.01% 817
2024
Q2 		$1.52K Buy
68
+10
+17% +$241 ﹤0.01% 616
2024
Q1 		$1.63K Hold
58
– – ﹤0.01% 550
2023
Q4 		$1.73K Buy
+58
New +$1.44K ﹤0.01% 500

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

DiNuzzo Private Wealth's BEN Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Franklin Templeton (BEN) stake by 2.5% in Q2 2026, buying an estimated $60 and bringing the position to 81 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

DiNuzzo Private Wealth first reported a position in BEN in Q4 2023 and has held it in 11 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • DiNuzzo Private Wealth held 81 shares of Franklin Templeton worth $2.69K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 Franklin Templeton shares in Q2 2026, an estimated $60.
  • Franklin Templeton made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #577 holding.
  • DiNuzzo Private Wealth first reported a position in Franklin Templeton in Q4 2023 and has held it in 11 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.