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Essential Partners’s Franklin Templeton BEN Stock Holding History

Essential 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 		$160K Buy
4,813
+2,819
+141% +$84.4K 0.07% 293
2026
Q1 		$47.1K Hold
1,994
– – 0.02% 617
2025
Q4 		$47.6K Buy
1,994
+59
+3% +$1.35K 0.01% 615
2025
Q3 		$44.8K Buy
+1,935
New +$47.8K 0.01% 618

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 $3.38T AUM 44.17% 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

Essential Partners's BEN Position: Q2 2026 in Review

Essential Partners increased its Franklin Templeton (BEN) stake by 141% in Q2 2026, buying an estimated $84.4K and bringing the position to 4,813 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #293.

Essential Partners first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Essential Partners held 4,813 shares of Franklin Templeton worth $160K as of Q2 2026.
  • Essential Partners bought 2,819 Franklin Templeton shares in Q2 2026, an estimated $84.4K.
  • Franklin Templeton made up 0.07% of Essential Partners's portfolio in Q2 2026, its #293 holding.
  • Essential Partners first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.