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EverSource Wealth Advisors’s Franklin Templeton BEN Stock Holding History

EverSource Wealth 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 		$87.6K Buy
2,634
+559
+27% +$16.7K ﹤0.01% 1450
2026
Q1 		$49K Buy
2,075
+238
+13% +$6.12K ﹤0.01% 1903
2025
Q4 		$43.9K Buy
1,837
+524
+40% +$12K ﹤0.01% 1835
2025
Q3 		$30.4K Buy
1,313
+740
+129% +$18.3K ﹤0.01% 2046
2025
Q2 		$13.7K Sell
573
-819
-59% -$16.9K ﹤0.01% 2591
2025
Q1 		$26.8K Buy
1,392
+664
+91% +$13.3K ﹤0.01% 1541
2024
Q4 		$14.8K Buy
728
+197
+37% +$4.15K ﹤0.01% 1798
2024
Q3 		$10.7K Buy
531
+168
+46% +$3.62K ﹤0.01% 1824
2024
Q2 		$8.3K Buy
363
+7
+2% +$169 ﹤0.01% 1957
2024
Q1 		$8.13K Buy
356
+54
+18% +$1.49K ﹤0.01% 1808
2023
Q4 		$9K Sell
302
-117
-28% -$2.91K ﹤0.01% 1600
2023
Q3 		$10.3K Sell
419
-23
-5% -$622 ﹤0.01% 1412
2023
Q2 		$11.8K Buy
442
+12
+3% +$310 ﹤0.01% 1371
2023
Q1 		$11.6K Sell
430
-9
-2% -$263 ﹤0.01% 1292
2022
Q4 		$11.6K Sell
439
-3,044
-87% -$75.6K ﹤0.01% 1274
2022
Q3 		$74K Buy
3,483
+3,111
+836% +$80K 0.02% 519
2022
Q2 		$9K Buy
372
+95
+34% +$2.43K ﹤0.01% 1057
2022
Q1 		$8K Buy
277
+10
+4% +$305 ﹤0.01% 1053
2021
Q4 		$8K Buy
+267
New +$8.79K ﹤0.01% 1037

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

EverSource Wealth Advisors's BEN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Franklin Templeton (BEN) stake by 27% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,634 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

EverSource Wealth Advisors first reported a position in BEN in Q4 2021 and has held it in 19 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • EverSource Wealth Advisors held 2,634 shares of Franklin Templeton worth $87.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 559 Franklin Templeton shares in Q2 2026, an estimated $16.7K.
  • Franklin Templeton made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1450 holding.
  • EverSource Wealth Advisors first reported a position in Franklin Templeton in Q4 2021 and has held it in 19 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.