Icon Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Icon Wealth 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	–	Sell	-74,303	Closed	-$2.19M	–	423
2026 Q1	$2.19M	Sell	74,303 -102,903	-58%	-$2.65M	0.14%	101
2025 Q4	$4.23M	Buy	177,206 +2,599	+1%	+$59.7K	0.28%	61
2025 Q3	$4.04M	Hold	174,607	–	–	0.27%	63
2025 Q2	$4.16M	Sell	174,607 -5,393	-3%	-$111K	0.3%	65
2025 Q1	$3.46M	Buy	180,000 +100,000	+125%	+$2M	0.29%	67
2024 Q4	$1.62M	Buy	80,000 +29,200	+57%	+$615K	0.13%	114
2024 Q3	$1.02M	Buy	+50,800	New	+$1.09M	0.09%	146

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

Icon Wealth Advisors's BEN Position: Q2 2026 in Review

Icon Wealth Advisors sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 74,303 shares — an estimated $2.19M sold.

Icon Wealth Advisors first reported a position in BEN in Q3 2024 and held it in 7 quarters. The position peaked at $4.23M in Q4 2025. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Icon Wealth Advisors reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Icon Wealth Advisors sold 74,303 Franklin Templeton shares in Q2 2026, an estimated $2.19M.
Icon Wealth Advisors first reported a position in Franklin Templeton in Q3 2024 and held it in 7 quarters.
Icon Wealth Advisors's Franklin Templeton position peaked at $4.23M in Q4 2025.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.