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HFM Investment Advisors’s Franklin Templeton BEN Stock Holding History

HFM Investment Advisors’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 		$2.23K Buy
67
+37
+123% +$1.11K ﹤0.01% 412
2026
Q1 		$709 Sell
30
-2
-6% -$51 ﹤0.01% 534
2025
Q4 		$765 Buy
32
+5
+19% +$115 ﹤0.01% 551
2025
Q3 		$625 Buy
27
+4
+17% +$99 ﹤0.01% 564
2025
Q2 		$549 Buy
23
+14
+156% +$289 ﹤0.01% 618
2025
Q1 		$174 Buy
+9
New +$180 ﹤0.01% 677

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

HFM Investment Advisors's BEN Position: Q2 2026 in Review

HFM Investment Advisors increased its Franklin Templeton (BEN) stake by 123% in Q2 2026, buying an estimated $1.11K and bringing the position to 67 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

HFM Investment Advisors first reported a position in BEN in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • HFM Investment Advisors held 67 shares of Franklin Templeton worth $2.23K as of Q2 2026.
  • HFM Investment Advisors bought 37 Franklin Templeton shares in Q2 2026, an estimated $1.11K.
  • Franklin Templeton made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • HFM Investment Advisors first reported a position in Franklin Templeton in Q1 2025 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.