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Harbour Investments’s Franklin Templeton BEN Stock Holding History

Harbour Investments’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 		$452K Buy
13,578
+7,895
+139% +$236K 0.01% 1161
2026
Q1 		$134K Buy
5,683
+1,427
+34% +$36.7K ﹤0.01% 1764
2025
Q4 		$102K Buy
4,256
+1,400
+49% +$32.1K ﹤0.01% 1626
2025
Q3 		$66.1K Buy
2,856
+4
+0.1% +$99 ﹤0.01% 1772
2025
Q2 		$68K Sell
2,852
-7
-0.2% -$144 ﹤0.01% 1672
2025
Q1 		$55K Buy
2,859
+476
+20% +$9.54K ﹤0.01% 1714
2024
Q4 		$48.4K Buy
2,383
+190
+9% +$4K ﹤0.01% 1730
2024
Q3 		$44.2K Buy
2,193
+106
+5% +$2.28K ﹤0.01% 1729
2024
Q2 		$46.7K Sell
2,087
-187
-8% -$4.5K ﹤0.01% 1586
2024
Q1 		$63.9K Buy
2,274
+22
+1% +$606 ﹤0.01% 1412
2023
Q4 		$67.1K Buy
2,252
+248
+12% +$6.17K ﹤0.01% 1310
2023
Q3 		$49.2K Hold
2,004
– – ﹤0.01% 1359
2023
Q2 		$53.5K Buy
2,004
+161
+9% +$4.16K ﹤0.01% 1333
2023
Q1 		$49.6K Buy
1,843
+323
+21% +$9.44K ﹤0.01% 1367
2022
Q4 		$40.1K Sell
1,520
-205
-12% -$5.09K ﹤0.01% 1385
2022
Q3 		$40K Hold
1,725
– – ﹤0.01% 1351
2022
Q2 		$40K Buy
+1,725
New +$44.1K ﹤0.01% 1351
2021
Q4 		$24K Sell
714
-1,890
-73% -$62.2K ﹤0.01% 1581
2021
Q3 		$77K Buy
2,604
+721
+38% +$22.5K ﹤0.01% 1519
2021
Q2 		$60K Buy
1,883
+19
+1% +$616 ﹤0.01% 1701
2021
Q1 		$55K Buy
+1,864
New +$50.9K ﹤0.01% 1637

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

Harbour Investments's BEN Position: Q2 2026 in Review

Harbour Investments increased its Franklin Templeton (BEN) stake by 139% in Q2 2026, buying an estimated $236K and bringing the position to 13,578 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #1161.

Harbour Investments first reported a position in BEN in Q1 2021 and has held it in 21 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Harbour Investments held 13,578 shares of Franklin Templeton worth $452K as of Q2 2026.
  • Harbour Investments bought 7,895 Franklin Templeton shares in Q2 2026, an estimated $236K.
  • Franklin Templeton made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1161 holding.
  • Harbour Investments first reported a position in Franklin Templeton in Q1 2021 and has held it in 21 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.