Elevated Capital Advisors’s Franklin Templeton BEN Stock Holding History

Elevated Capital Advisors’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	$83.1K	Sell	2,498 -2,114	-46%	-$63.3K	0.02%	298
2026 Q1	$109K	Sell	4,612 -30,825	-87%	-$793K	0.03%	275
2025 Q4	$847K	Buy	35,437 +1,406	+4%	+$32.3K	0.2%	133
2025 Q3	$787K	Sell	34,031 -4,586	-12%	-$113K	0.2%	142
2025 Q2	$743K	Hold	38,617	–	–	0.21%	150
2025 Q1	$743K	Buy	38,617 +2,311	+6%	+$46.3K	0.21%	150
2024 Q4	$737K	Buy	36,306 +3,862	+12%	+$81.4K	0.2%	145
2024 Q3	$654K	Sell	32,444 -305	-0.9%	-$6.57K	0.17%	180
2024 Q2	$732K	Buy	+32,749	New	+$789K	0.21%	135

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

Elevated Capital Advisors's BEN Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Franklin Templeton (BEN) stake by 46% in Q2 2026, selling an estimated $63.3K and leaving 2,498 shares worth $83.1K. The position accounts for 0.02% of the portfolio, ranked #298.

Elevated Capital Advisors first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $847K in Q4 2025. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Elevated Capital Advisors held 2,498 shares of Franklin Templeton worth $83.1K as of Q2 2026.
Elevated Capital Advisors sold 2,114 Franklin Templeton shares in Q2 2026, an estimated $63.3K.
Franklin Templeton made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #298 holding.
Elevated Capital Advisors first reported a position in Franklin Templeton in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Franklin Templeton position peaked at $847K in Q4 2025.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.