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Frank Rimerman Advisors’s Franklin Templeton BEN Stock Holding History

Frank Rimerman 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 		$739K Buy
+22,201
New +$665K 0.04% 322
2025
Q4 		– Sell
-14,485
Closed -$335K – 605
2025
Q3 		$335K Hold
14,485
– – 0.02% 463
2025
Q2 		$345K Sell
14,485
-7,678
-35% -$158K 0.02% 417
2025
Q1 		$427K Sell
22,163
-5,667
-20% -$114K 0.03% 349
2024
Q4 		$565K Buy
+27,830
New +$586K 0.04% 279

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

Frank Rimerman Advisors's BEN Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Franklin Templeton (BEN) in Q2 2026: 22,201 shares worth $739K. The stake represents 0.04% of the portfolio and ranks #322 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in BEN as recently as Q3 2025.

Frank Rimerman Advisors first reported a position in BEN in Q4 2024 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Frank Rimerman Advisors held 22,201 shares of Franklin Templeton worth $739K as of Q2 2026.
  • Franklin Templeton was a new Frank Rimerman Advisors position in Q2 2026.
  • Franklin Templeton made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #322 holding.
  • Frank Rimerman Advisors first reported a position in Franklin Templeton in Q4 2024 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.