Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Franklin Templeton BEN Stock Holding History

Envestnet Portfolio Solutions’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 		$18.2M Buy
546,393
+38,122
+8% +$1.14M 0.09% 142
2026
Q1 		$12M Buy
508,271
+2,680
+0.5% +$69K 0.07% 171
2025
Q4 		$12.1M Buy
+505,591
New +$11.6M 0.04% 216
2025
Q3 		– Sell
-11,357
Closed -$271K – 1456
2025
Q2 		$271K Sell
11,357
-1,526
-12% -$31.4K ﹤0.01% 1389
2025
Q1 		$248K Sell
12,883
-16,946
-57% -$340K ﹤0.01% 1386
2024
Q4 		$605K Buy
29,829
+17,376
+140% +$366K ﹤0.01% 1137
2024
Q3 		$251K Buy
12,453
+473
+4% +$10.2K ﹤0.01% 1530
2024
Q2 		$268K Buy
11,980
+1,143
+11% +$27.5K ﹤0.01% 1439
2024
Q1 		$305K Buy
+10,837
New +$299K ﹤0.01% 1351

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

Envestnet Portfolio Solutions's BEN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Franklin Templeton (BEN) stake by 7.5% in Q2 2026, buying an estimated $1.14M and bringing the position to 546,393 shares worth $18.2M. The position accounts for 0.09% of the portfolio, ranked #142.

Envestnet Portfolio Solutions first reported a position in BEN in Q1 2024 and has held it in 9 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Envestnet Portfolio Solutions held 546,393 shares of Franklin Templeton worth $18.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 38,122 Franklin Templeton shares in Q2 2026, an estimated $1.14M.
  • Franklin Templeton made up 0.09% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #142 holding.
  • Envestnet Portfolio Solutions first reported a position in Franklin Templeton in Q1 2024 and has held it in 9 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.