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Golden State Equity Partners’s Franklin Templeton BEN Stock Holding History

Golden State Equity Partners’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 		– Sell
-19,534
Closed -$461K – 474
2026
Q1 		$461K Buy
19,534
+4,923
+34% +$127K 0.03% 473
2025
Q4 		$349K Sell
14,611
-585
-4% -$13.4K 0.06% 364
2025
Q3 		$351K Buy
+15,196
New +$376K 0.06% 325

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

Golden State Equity Partners's BEN Position: Q2 2026 in Review

Golden State Equity Partners sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 19,534 shares — an estimated $461K sold.

Golden State Equity Partners first reported a position in BEN in Q3 2025 and held it in 3 quarters. The position peaked at $461K in Q1 2026. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Golden State Equity Partners reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,534 Franklin Templeton shares in Q2 2026, an estimated $461K.
  • Golden State Equity Partners first reported a position in Franklin Templeton in Q3 2025 and held it in 3 quarters.
  • Golden State Equity Partners's Franklin Templeton position peaked at $461K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.