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Fortitude Family Office’s Franklin Templeton BEN Stock Holding History

Fortitude Family Office’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 		$12.2K Buy
366
+64
+21% +$1.92K ﹤0.01% 700
2026
Q1 		$7.13K Buy
302
+196
+185% +$5.04K ﹤0.01% 782
2025
Q4 		$2.53K Sell
106
-21
-17% -$482 ﹤0.01% 1080
2025
Q3 		$2.94K Hold
127
– – ﹤0.01% 1039
2025
Q2 		$3.03K Sell
127
-723
-85% -$14.9K ﹤0.01% 1005
2025
Q1 		$16.4K Hold
850
– – 0.01% 429
2024
Q4 		$17.2K Hold
850
– – 0.01% 487
2024
Q3 		$17.1K Buy
+850
New +$18.3K 0.01% 450

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

Fortitude Family Office's BEN Position: Q2 2026 in Review

Fortitude Family Office increased its Franklin Templeton (BEN) stake by 21% in Q2 2026, buying an estimated $1.92K and bringing the position to 366 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Fortitude Family Office first reported a position in BEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.2K in Q4 2024. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Fortitude Family Office held 366 shares of Franklin Templeton worth $12.2K as of Q2 2026.
  • Fortitude Family Office bought 64 Franklin Templeton shares in Q2 2026, an estimated $1.92K.
  • Franklin Templeton made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #700 holding.
  • Fortitude Family Office first reported a position in Franklin Templeton in Q3 2024 and has held it in 8 quarters since.
  • Fortitude Family Office's Franklin Templeton position peaked at $17.2K in Q4 2024.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.