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Independent Advisor Alliance’s Franklin Templeton BEN Stock Holding History

Independent Advisor Alliance’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 		$676K Sell
20,312
-177
-0.9% -$5.3K 0.02% 571
2026
Q1 		$484K Sell
20,489
-3,029
-13% -$77.9K 0.01% 1119
2025
Q4 		$562K Buy
23,518
+1,507
+7% +$34.6K 0.01% 614
2025
Q3 		$509K Sell
22,011
-15,816
-42% -$391K 0.01% 618
2025
Q2 		$902K Sell
37,827
-2,042
-5% -$42.1K 0.03% 439
2025
Q1 		$768K Sell
39,869
-5,053
-11% -$101K 0.03% 419
2024
Q4 		$911K Sell
44,922
-26,540
-37% -$559K 0.01% 751
2024
Q3 		$1.44M Buy
71,462
+7,128
+11% +$154K 0.05% 267
2024
Q2 		$1.44M Buy
64,334
+16,800
+35% +$405K 0.05% 269
2024
Q1 		$1.34M Sell
47,534
-33
-0.1% -$909 0.05% 276
2023
Q4 		$1.42M Sell
47,567
-9,033
-16% -$225K 0.05% 261
2023
Q3 		$1.39M Buy
56,600
+109
+0.2% +$2.95K 0.06% 243
2023
Q2 		$1.51M Buy
56,491
+1,422
+3% +$36.8K 0.07% 244
2023
Q1 		$1.48M Buy
55,069
+1,441
+3% +$42.1K 0.07% 230
2022
Q4 		$1.42K Buy
53,628
+816
+2% +$20.3K ﹤0.01% 278
2022
Q3 		$1.14M Buy
52,812
+12,073
+30% +$310K 0.07% 242
2022
Q2 		$950K Buy
40,739
+11,113
+38% +$284K 0.05% 279
2022
Q1 		$827K Buy
29,626
+4,041
+16% +$123K 0.04% 308
2021
Q4 		$857K Buy
25,585
+10,064
+65% +$331K 0.04% 303
2021
Q3 		$461K Sell
15,521
-48
-0.3% -$1.5K 0.03% 403
2021
Q2 		$498K Buy
+15,569
New +$504K 0.03% 394

Other funds holding BEN

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Independent Advisor Alliance's BEN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Franklin Templeton (BEN) stake by 0.86% in Q2 2026, selling an estimated $5.3K and leaving 20,312 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #571.

Independent Advisor Alliance first reported a position in BEN in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q2 2023. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Independent Advisor Alliance held 20,312 shares of Franklin Templeton worth $676K as of Q2 2026.
  • Independent Advisor Alliance sold 177 Franklin Templeton shares in Q2 2026, an estimated $5.3K.
  • Franklin Templeton made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #571 holding.
  • Independent Advisor Alliance first reported a position in Franklin Templeton in Q2 2021 and has held it in 21 quarters since.
  • Independent Advisor Alliance's Franklin Templeton position peaked at $1.51M in Q2 2023.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.