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Hardy Reed’s Franklin Templeton BEN Stock Holding History

Hardy Reed’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 		$537K Hold
16,130
– – 0.03% 145
2026
Q1 		$381K Hold
16,130
– – 0.03% 168
2025
Q4 		$385K Hold
16,130
– – 0.03% 168
2025
Q3 		$373K Hold
16,130
– – 0.03% 172
2025
Q2 		$385K Hold
16,130
– – 0.03% 161
2025
Q1 		$311K Sell
16,130
-591
-4% -$11.8K 0.03% 182
2024
Q4 		$339K Buy
16,721
+591
+4% +$12.4K 0.03% 171
2024
Q3 		$325K Buy
16,130
+6,510
+68% +$140K 0.03% 179
2024
Q2 		$215K Buy
+9,620
New +$232K 0.02% 218

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

Hardy Reed's BEN Position: Q2 2026 in Review

Hardy Reed held its Franklin Templeton (BEN) position steady in Q2 2026 at 16,130 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #145.

Hardy Reed first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Hardy Reed held 16,130 shares of Franklin Templeton worth $537K as of Q2 2026.
  • Hardy Reed left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #145 holding.
  • Hardy Reed first reported a position in Franklin Templeton in Q2 2024 and has held it in 9 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.