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Independent Financial Group’s Franklin Templeton BEN Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-17,907
Closed -$299K – 481
2020
Q1 		$299K Buy
+17,907
New +$411K 0.09% 254

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T. Rowe Price Associates
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Bank of America
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Invesco
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
PP
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Independent Financial Group's BEN Position: Q2 2020 in Review

Independent Financial Group sold out of Franklin Templeton (BEN) in Q2 2020, closing a stake of 17,907 shares — an estimated $299K sold.

Independent Financial Group first reported a position in BEN in Q1 2020 and held it in 1 quarter. The position peaked at $299K in Q1 2020. 484 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

  • Independent Financial Group reported no remaining Franklin Templeton position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 17,907 Franklin Templeton shares in Q2 2020, an estimated $299K.
  • Independent Financial Group first reported a position in Franklin Templeton in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Franklin Templeton position peaked at $299K in Q1 2020.
  • 484 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.