IFP Advisors’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $538K | Buy |
16,167
+11,688
| +261% | +$350K | 0.01% | 1012 |
|
|
2026
Q1 | $106K | Buy |
4,479
+1
| +0% | +$26 | ﹤0.01% | 1807 |
|
|
2025
Q4 | $107K | Sell |
4,478
-135
| -3% | -$3.1K | ﹤0.01% | 1751 |
|
|
2025
Q3 | $107K | Sell |
4,613
-9,804
| -68% | -$242K | ﹤0.01% | 1636 |
|
|
2025
Q2 | $346K | Sell |
14,417
-2,452
| -15% | -$50.5K | 0.01% | 994 |
|
|
2025
Q1 | $325K | Buy |
16,869
+332
| +2% | +$6.65K | 0.01% | 950 |
|
|
2024
Q4 | $336K | Sell |
16,537
-993
| -6% | -$20.9K | 0.01% | 898 |
|
|
2024
Q3 | $353K | Buy |
17,530
+1,994
| +13% | +$43K | 0.01% | 832 |
|
|
2024
Q2 | $347K | Buy |
15,536
+1,913
| +14% | +$46.1K | 0.01% | 783 |
|
|
2024
Q1 | $383K | Sell |
13,623
-141
| -1% | -$3.88K | 0.02% | 699 |
|
|
2023
Q4 | $410K | Sell |
13,764
-700
| -5% | -$17.4K | 0.02% | 645 |
|
|
2023
Q3 | $356K | Buy |
14,464
+1,088
| +8% | +$29.4K | 0.02% | 716 |
|
|
2023
Q2 | $357K | Buy |
13,376
+3,125
| +30% | +$80.8K | 0.01% | 775 |
|
|
2023
Q1 | $350K | Sell |
10,251
-28,880
| -74% | -$844K | 0.02% | 721 |
|
|
2022
Q4 | $1.34M | Buy |
39,131
+4,222
| +12% | +$105K | 0.04% | 512 |
|
|
2022
Q3 | $1.2M | Buy |
34,909
+4,342
| +14% | +$112K | 0.03% | 580 |
|
|
2022
Q2 | $1.05M | Hold |
30,567
| – | – | 0.03% | 568 |
|
|
2022
Q1 | $1.05M | Buy |
30,567
+27,155
| +796% | +$829K | 0.03% | 568 |
|
|
2021
Q4 | $118K | Buy |
3,412
+260
| +8% | +$8.56K | ﹤0.01% | 1194 |
|
|
2021
Q3 | $100K | Sell |
3,152
-47
| -1% | -$1.47K | ﹤0.01% | 1299 |
|
|
2021
Q2 | $102K | Buy |
3,199
+581
| +22% | +$18.8K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $76K | Buy |
2,618
+420
| +19% | +$11.5K | ﹤0.01% | 1278 |
|
|
2020
Q4 | $55K | Buy |
2,198
+59
| +3% | +$1.32K | ﹤0.01% | 1402 |
|
|
2020
Q3 | $41K | Sell |
2,139
-576
| -21% | -$12.1K | ﹤0.01% | 1361 |
|
|
2020
Q2 | $54K | Buy |
2,715
+360
| +15% | +$6.79K | ﹤0.01% | 1181 |
|
|
2020
Q1 | $44K | Sell |
2,355
-1,064
| -31% | -$24.4K | ﹤0.01% | 1174 |
|
|
2019
Q4 | $92K | Sell |
3,419
-2,247
| -40% | -$61.1K | 0.01% | 983 |
|
|
2019
Q3 | $166K | Buy |
+5,666
| New | +$173K | 0.01% | 831 |
|
|
2019
Q1 | $64K | Sell |
1,924
-1,012
| -34% | -$32K | 0.01% | 857 |
|
|
2018
Q4 | $86K | Buy |
2,936
+148
| +5% | +$4.55K | 0.01% | 1279 |
|
|
2018
Q3 | $85K | Buy |
2,788
+59
| +2% | +$1.9K | ﹤0.01% | 1580 |
|
|
2018
Q2 | $87K | Buy |
2,729
+20
| +0.7% | +$670 | ﹤0.01% | 1554 |
|
|
2018
Q1 | $117K | Hold |
2,709
| – | – | 0.01% | 1289 |
|
|
2017
Q4 | $117K | Sell |
2,709
-120
| -4% | -$5.2K | 0.01% | 1298 |
|
|
2017
Q3 | $126K | Buy |
2,829
+144
| +5% | +$6.31K | 0.01% | 1410 |
|
|
2017
Q2 | $120K | Buy |
2,685
+372
| +16% | +$15.9K | 0.01% | 1430 |
|
|
2017
Q1 | $97K | Sell |
2,313
-1,881
| -45% | -$78K | ﹤0.01% | 1507 |
|
|
2016
Q4 | $166K | Buy |
4,194
+2,146
| +105% | +$80.3K | 0.01% | 1147 |
|
|
2016
Q3 | $73K | Buy |
2,048
+261
| +15% | +$9.23K | ﹤0.01% | 1567 |
|
|
2016
Q2 | $60K | Sell |
1,787
-137
| -7% | -$4.98K | ﹤0.01% | 1658 |
|
|
2016
Q1 | $64K | Sell |
1,924
-703
| -27% | -$24.9K | 0.01% | 857 |
|
|
2015
Q4 | $97K | Buy |
+2,627
| New | +$103K | 0.01% | 1189 |
|
Other funds holding BEN
PCOC
ACL
IFP Advisors's BEN Position: Q2 2026 in Review
IFP Advisors increased its Franklin Templeton (BEN) stake by 261% in Q2 2026, buying an estimated $350K and bringing the position to 16,167 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #1012.
IFP Advisors first reported a position in BEN in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.34M in Q4 2022. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- IFP Advisors held 16,167 shares of Franklin Templeton worth $538K as of Q2 2026.
- IFP Advisors bought 11,688 Franklin Templeton shares in Q2 2026, an estimated $350K.
- Franklin Templeton made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1012 holding.
- IFP Advisors first reported a position in Franklin Templeton in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Franklin Templeton position peaked at $1.34M in Q4 2022.
- 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.