Global Retirement Partners’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.1K | Buy |
+2,198
| New | +$65.8K | ﹤0.01% | 2270 |
|
|
2025
Q4 | $297K | Sell |
12,412
-3,384
| -21% | -$77.7K | 0.01% | 1251 |
|
|
2025
Q3 | $365K | Sell |
15,796
-3,162
| -17% | -$78.2K | 0.01% | 888 |
|
|
2025
Q2 | $452K | Buy |
+18,958
| New | +$391K | 0.01% | 753 |
|
|
2024
Q4 | $58.9K | Sell |
2,901
-1,653
| -36% | -$34.8K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $91.8K | Sell |
4,554
-1,647
| -27% | -$35.5K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $139K | Buy |
6,201
+4,339
| +233% | +$104K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $52.3K | Sell |
1,862
-1,165
| -38% | -$32.1K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $84.3K | Buy |
3,027
+786
| +35% | +$19.6K | ﹤0.01% | 1134 |
|
|
2023
Q3 | $53.2K | Buy |
2,241
+275
| +14% | +$7.44K | ﹤0.01% | 1243 |
|
|
2023
Q2 | $52.5K | Buy |
1,966
+339
| +21% | +$8.76K | ﹤0.01% | 1247 |
|
|
2023
Q1 | $40.9K | Buy |
1,627
+53
| +3% | +$1.55K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $41.5K | Buy |
1,574
+204
| +15% | +$5.07K | ﹤0.01% | 1172 |
|
|
2022
Q3 | $32K | Buy |
1,370
+97
| +8% | +$2.49K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $30K | Sell |
1,273
-232
| -15% | -$5.93K | ﹤0.01% | 1186 |
|
|
2022
Q1 | $39K | Buy |
+1,505
| New | +$46K | ﹤0.01% | 1092 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$2K | – | 383 |
|
|
2021
Q3 | $2K | Sell |
72
-35
| -33% | -$1.09K | ﹤0.01% | 1800 |
|
|
2021
Q2 | $3K | Sell |
107
-159
| -60% | -$5.15K | ﹤0.01% | 1659 |
|
|
2021
Q1 | $8K | Buy |
266
+200
| +303% | +$5.46K | ﹤0.01% | 1344 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1583 |
|
|
2020
Q3 | $1K | Sell |
66
-758
| -92% | -$15.9K | ﹤0.01% | 1542 |
|
|
2020
Q2 | $17K | Hold |
824
| – | – | ﹤0.01% | 943 |
|
|
2020
Q1 | $14K | Hold |
824
| – | – | ﹤0.01% | 906 |
|
|
2019
Q4 | $21K | Hold |
824
| – | – | ﹤0.01% | 916 |
|
|
2019
Q3 | $24K | Hold |
824
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $29K | Hold |
824
| – | – | 0.01% | 761 |
|
|
2019
Q1 | $27K | Hold |
824
| – | – | 0.01% | 723 |
|
|
2018
Q4 | $24K | Buy |
824
+66
| +9% | +$2.03K | 0.01% | 689 |
|
|
2018
Q3 | $23K | Hold |
758
| – | – | 0.01% | 760 |
|
|
2018
Q2 | $24K | Hold |
758
| – | – | 0.01% | 735 |
|
|
2018
Q1 | $26K | Hold |
758
| – | – | 0.01% | 687 |
|
|
2017
Q4 | $33K | Buy |
758
+158
| +26% | +$6.84K | 0.01% | 607 |
|
|
2017
Q3 | $27K | Buy |
600
+516
| +614% | +$22.6K | 0.01% | 564 |
|
|
2017
Q2 | $4K | Sell |
84
-70
| -45% | -$2.99K | ﹤0.01% | 965 |
|
|
2017
Q1 | $6K | Sell |
154
-59
| -28% | -$2.45K | ﹤0.01% | 859 |
|
|
2016
Q4 | $8K | Buy |
+213
| New | +$7.97K | 0.01% | 736 |
|
Other funds holding BEN
PCOC
ACL
Global Retirement Partners's BEN Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Franklin Templeton (BEN) in Q2 2026: 2,198 shares worth $73.1K. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BEN as recently as Q4 2025.
Global Retirement Partners first reported a position in BEN in Q4 2016 and has held it in 36 quarters since. The position peaked at $452K in Q2 2025. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Global Retirement Partners held 2,198 shares of Franklin Templeton worth $73.1K as of Q2 2026.
- Franklin Templeton was a new Global Retirement Partners position in Q2 2026.
- Franklin Templeton made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2270 holding.
- Global Retirement Partners first reported a position in Franklin Templeton in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's Franklin Templeton position peaked at $452K in Q2 2025.
- 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.