IMA Advisory Services’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
$5.51K Buy
164
+55
+50% +$1.65K ﹤0.01% 891
2026
Q1
$2.61K Sell
109
-4
-4% -$103 ﹤0.01% 578
2025
Q4
$2.74K Buy
+113
New +$2.6K ﹤0.01% 588

Other funds holding BEN

IMA Advisory Services's BEN Position: Q2 2026 in Review

IMA Advisory Services increased its Franklin Templeton (BEN) stake by 50% in Q2 2026, buying an estimated $1.65K and bringing the position to 164 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

IMA Advisory Services first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • IMA Advisory Services held 164 shares of Franklin Templeton worth $5.51K as of Q2 2026.
  • IMA Advisory Services bought 55 Franklin Templeton shares in Q2 2026, an estimated $1.65K.
  • Franklin Templeton made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #891 holding.
  • IMA Advisory Services first reported a position in Franklin Templeton in Q4 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.