Impact Partnership Wealth’s Franklin Templeton BEN Stock Holding History

Impact Partnership Wealth’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	$404K	Buy	+12,136	New	+$363K	0.04%	292
2025 Q4	–	Sell	-13,156	Closed	-$304K	–	375
2025 Q3	$304K	Buy	+13,156	New	+$325K	0.05%	236
2025 Q2	–	Sell	-17,428	Closed	-$335K	–	301
2025 Q1	$335K	Buy	+17,428	New	+$349K	0.07%	162
2024 Q2	–	Sell	-14,923	Closed	-$419K	–	257
2024 Q1	$419K	Sell	14,923 -2,802	-16%	-$77.2K	0.17%	86
2023 Q4	$528K	Buy	17,725 +4,733	+36%	+$118K	0.19%	75
2023 Q3	$319K	Sell	12,992 -7,399	-36%	-$200K	0.1%	119
2023 Q2	$545K	Buy	+20,391	New	+$527K	0.19%	66

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

Impact Partnership Wealth's BEN Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Franklin Templeton (BEN) in Q2 2026: 12,136 shares worth $404K. The stake represents 0.04% of the portfolio and ranks #292 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in BEN as recently as Q3 2025.

Impact Partnership Wealth first reported a position in BEN in Q2 2023 and has held it in 7 quarters since. The position peaked at $545K in Q2 2023. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Impact Partnership Wealth held 12,136 shares of Franklin Templeton worth $404K as of Q2 2026.
Franklin Templeton was a new Impact Partnership Wealth position in Q2 2026.
Franklin Templeton made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #292 holding.
Impact Partnership Wealth first reported a position in Franklin Templeton in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's Franklin Templeton position peaked at $545K in Q2 2023.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.