Grove Bank & Trust’s Franklin Templeton BEN Stock Holding History

Grove Bank & Trust’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	$1.56K	Hold	47	–	–	﹤0.01%	818
2026 Q1	$1.11K	Hold	47	–	–	﹤0.01%	807
2025 Q4	$1.12K	Hold	47	–	–	﹤0.01%	819
2025 Q3	$1.09K	Hold	47	–	–	﹤0.01%	804
2025 Q2	$1.12K	Buy	+47	New	+$969	﹤0.01%	816
2024 Q1	–	Sell	-858	Closed	-$25.6K	–	574
2023 Q4	$25.6K	Sell	858 -317	-27%	-$7.89K	﹤0.01%	413
2023 Q3	$28.9K	Hold	1,175	–	–	0.01%	422
2023 Q2	$31.4K	Buy	1,175 +317	+37%	+$8.19K	0.01%	413
2023 Q1	$23.1K	Buy	+858	New	+$25.1K	﹤0.01%	447

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Grove Bank & Trust's BEN Position: Q2 2026 in Review

Grove Bank & Trust held its Franklin Templeton (BEN) position steady in Q2 2026 at 47 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Grove Bank & Trust first reported a position in BEN in Q1 2023 and has held it in 9 quarters since. The position peaked at $31.4K in Q2 2023. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Grove Bank & Trust held 47 shares of Franklin Templeton worth $1.56K as of Q2 2026.
Grove Bank & Trust left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #818 holding.
Grove Bank & Trust first reported a position in Franklin Templeton in Q1 2023 and has held it in 9 quarters since.
Grove Bank & Trust's Franklin Templeton position peaked at $31.4K in Q2 2023.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.