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Foundations Investment Advisors’s Franklin Templeton BEN Stock Holding History

Foundations Investment 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 		$1.81M Buy
54,343
+2,824
+5% +$84.6K 0.02% 428
2026
Q1 		$1.22M Buy
51,519
+4,991
+11% +$128K 0.02% 476
2025
Q4 		$1.11M Buy
46,528
+28,870
+163% +$663K 0.01% 486
2025
Q3 		$408K Buy
+17,658
New +$436K 0.01% 727

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

Foundations Investment Advisors's BEN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Franklin Templeton (BEN) stake by 5.5% in Q2 2026, buying an estimated $84.6K and bringing the position to 54,343 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #428.

Foundations Investment Advisors 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.

  • Foundations Investment Advisors held 54,343 shares of Franklin Templeton worth $1.81M as of Q2 2026.
  • Foundations Investment Advisors bought 2,824 Franklin Templeton shares in Q2 2026, an estimated $84.6K.
  • Franklin Templeton made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #428 holding.
  • Foundations Investment Advisors 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.