Focus Partners Wealth
BEN icon

Focus Partners Wealth’s Franklin Templeton BEN Stock Holding History

Focus Partners Wealth’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 		$9.04M Buy
271,525
+50,200
+23% +$1.5M 0.01% 751
2026
Q1 		$5.23M Sell
221,325
-26,271
-11% -$676K 0.01% 926
2025
Q4 		$5.92M Buy
+247,596
New +$5.69M 0.01% 888
2025
Q2 		– Sell
-11,130
Closed -$214K – 2043
2025
Q1 		$214K Sell
11,130
-12,956
-54% -$260K ﹤0.01% 1726
2024
Q4 		$489K Buy
24,086
+12,591
+110% +$265K ﹤0.01% 1336
2024
Q3 		$232K Buy
+11,495
New +$248K ﹤0.01% 1405

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

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

Focus Partners Wealth increased its Franklin Templeton (BEN) stake by 23% in Q2 2026, buying an estimated $1.5M and bringing the position to 271,525 shares worth $9.04M. The position accounts for 0.01% of the portfolio, ranked #751.

Focus Partners Wealth first reported a position in BEN in Q3 2024 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Focus Partners Wealth held 271,525 shares of Franklin Templeton worth $9.04M as of Q2 2026.
  • Focus Partners Wealth bought 50,200 Franklin Templeton shares in Q2 2026, an estimated $1.5M.
  • Franklin Templeton made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #751 holding.
  • Focus Partners Wealth first reported a position in Franklin Templeton in Q3 2024 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.