EWP
BEN icon

Elevation Wealth Partners’s Franklin Templeton BEN Stock Holding History

Elevation Wealth Partners’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 		$14.1K Buy
423
+325
+332% +$9.73K ﹤0.01% 700
2026
Q1 		$2.31K Buy
98
+72
+277% +$1.85K ﹤0.01% 878
2025
Q4 		$622 Sell
26
-8
-24% -$184 ﹤0.01% 900
2025
Q3 		$787 Buy
+34
New +$840 ﹤0.01% 764

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

Elevation Wealth Partners's BEN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Franklin Templeton (BEN) stake by 332% in Q2 2026, buying an estimated $9.73K and bringing the position to 423 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Elevation Wealth Partners first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Elevation Wealth Partners held 423 shares of Franklin Templeton worth $14.1K as of Q2 2026.
  • Elevation Wealth Partners bought 325 Franklin Templeton shares in Q2 2026, an estimated $9.73K.
  • Franklin Templeton made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #700 holding.
  • Elevation Wealth Partners first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.