Hazlett, Burt & Watson’s Franklin Templeton BEN Stock Holding History

Hazlett, Burt & Watson’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	$17K	Hold	500	–	–	﹤0.01%	616
2026 Q1	$12K	Hold	500	–	–	﹤0.01%	657
2025 Q4	$12K	Hold	500	–	–	﹤0.01%	672
2025 Q3	$12K	Hold	500	–	–	﹤0.01%	630
2025 Q2	$12K	Hold	500	–	–	﹤0.01%	551
2025 Q1	$10K	Hold	500	–	–	﹤0.01%	562
2024 Q4	$10K	Hold	500	–	–	﹤0.01%	537
2024 Q3	$10K	Hold	500	–	–	﹤0.01%	526
2024 Q2	$11K	Hold	500	–	–	0.01%	514
2024 Q1	$14K	Hold	500	–	–	0.01%	476
2023 Q4	$15K	Hold	500	–	–	0.01%	448
2023 Q3	$12K	Hold	500	–	–	0.01%	472
2023 Q2	$13K	Hold	500	–	–	0.01%	447
2023 Q1	$13K	Hold	500	–	–	0.01%	420
2022 Q4	$13K	Hold	500	–	–	0.01%	432
2022 Q3	$10K	Hold	500	–	–	0.01%	450
2022 Q2	$12K	Hold	500	–	–	0.01%	434
2022 Q1	$14K	Buy	+500	New	+$15.3K	0.01%	430

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

Hazlett, Burt & Watson's BEN Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Franklin Templeton (BEN) position steady in Q2 2026 at 500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Hazlett, Burt & Watson first reported a position in BEN in Q1 2022 and has held it in 18 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Hazlett, Burt & Watson held 500 shares of Franklin Templeton worth $17K as of Q2 2026.
Hazlett, Burt & Watson left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #616 holding.
Hazlett, Burt & Watson first reported a position in Franklin Templeton in Q1 2022 and has held it in 18 quarters since.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.