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HB Wealth Management’s Franklin Templeton BEN Stock Holding History

HB Wealth Management’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 		$448K Buy
+13,456
New +$403K ﹤0.01% 1163

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

HB Wealth Management's BEN Position: Q2 2026 in Review

HB Wealth Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 13,456 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings.

664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • HB Wealth Management held 13,456 shares of Franklin Templeton worth $448K as of Q2 2026.
  • Franklin Templeton was a new HB Wealth Management position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.