IFG Advisory’s Franklin Templeton BEN Stock Holding History

IFG Advisory’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	$17.5K	Buy	+525	New	+$15.7K	﹤0.01%	1673
2022 Q2	–	Sell	-7,317	Closed	-$204K	–	468
2022 Q1	$204K	Hold	7,317	–	–	0.02%	470
2021 Q4	$245K	Sell	7,317 -158	-2%	-$5.2K	0.02%	439
2021 Q3	$222K	Hold	7,475	–	–	0.02%	446
2021 Q2	$239K	Sell	7,475 -1,279	-15%	-$41.4K	0.03%	425
2021 Q1	$259K	Sell	8,754 -11,259	-56%	-$308K	0.03%	416
2020 Q4	$500K	Sell	20,013 -5,594	-22%	-$125K	0.07%	260
2020 Q3	$521K	Buy	25,607 +3,532	+16%	+$74.2K	0.08%	228
2020 Q2	$462K	Buy	22,075 +3,250	+17%	+$61.3K	0.08%	235
2020 Q1	$314K	Buy	18,825 +1,063	+6%	+$24.4K	0.07%	259
2019 Q4	$461K	Sell	17,762 -1,607	-8%	-$43.7K	0.08%	247
2019 Q3	$559K	Sell	19,369 -1,574	-8%	-$48.1K	0.11%	212
2019 Q2	$728K	Sell	20,943 -992	-5%	-$33.7K	0.13%	159
2019 Q1	$726K	Sell	21,935 -442	-2%	-$14K	0.14%	144
2018 Q4	$663K	Buy	22,377 +2,590	+13%	+$79.6K	0.16%	137
2018 Q3	$601K	Buy	19,787 +957	+5%	+$30.8K	0.11%	175
2018 Q2	$603K	Buy	18,830 +1,676	+10%	+$56.1K	0.12%	156
2018 Q1	$594K	Buy	17,154 +1,940	+13%	+$78.9K	0.13%	158
2017 Q4	$659K	Buy	+15,214	New	+$659K	0.15%	143

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

IFG Advisory's BEN Position: Q2 2026 in Review

IFG Advisory opened a new position in Franklin Templeton (BEN) in Q2 2026: 525 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BEN as recently as Q1 2022.

IFG Advisory first reported a position in BEN in Q4 2017 and has held it in 19 quarters since. The position peaked at $728K in Q2 2019. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

IFG Advisory held 525 shares of Franklin Templeton worth $17.5K as of Q2 2026.
Franklin Templeton was a new IFG Advisory position in Q2 2026.
Franklin Templeton made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1673 holding.
IFG Advisory first reported a position in Franklin Templeton in Q4 2017 and has held it in 19 quarters since.
IFG Advisory's Franklin Templeton position peaked at $728K in Q2 2019.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.