Integrated Wealth Concepts’s Franklin Templeton BEN Stock Holding History

Integrated Wealth Concepts’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	$278K	Sell	8,356 -1,070	-11%	-$32K	﹤0.01%	2022
2026 Q1	$223K	Buy	+9,426	New	+$243K	﹤0.01%	2043
2025 Q1	–	Sell	-9,869	Closed	-$200K	–	1752
2024 Q4	$200K	Buy	+9,869	New	+$208K	﹤0.01%	1605
2023 Q1	–	Sell	-15,326	Closed	-$404K	–	1349
2022 Q4	$404K	Buy	15,326 +1,143	+8%	+$28.4K	0.01%	719
2022 Q3	$305K	Buy	14,183 +328	+2%	+$8.43K	0.01%	729
2022 Q2	$323K	Buy	13,855 +1,266	+10%	+$32.4K	0.01%	732
2022 Q1	$351K	Buy	12,589 +3,171	+34%	+$96.8K	0.01%	691
2021 Q4	$315K	Buy	9,418 +1,589	+20%	+$52.3K	0.01%	751
2021 Q3	$233K	Sell	7,829 -1,015	-11%	-$31.7K	0.01%	831
2021 Q2	$283K	Buy	+8,844	New	+$287K	0.01%	672

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

Integrated Wealth Concepts's BEN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Franklin Templeton (BEN) stake by 11% in Q2 2026, selling an estimated $32K and leaving 8,356 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Integrated Wealth Concepts first reported a position in BEN in Q2 2021 and has held it in 10 quarters since. The position peaked at $404K in Q4 2022. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Integrated Wealth Concepts held 8,356 shares of Franklin Templeton worth $278K as of Q2 2026.
Integrated Wealth Concepts sold 1,070 Franklin Templeton shares in Q2 2026, an estimated $32K.
Franklin Templeton made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2022 holding.
Integrated Wealth Concepts first reported a position in Franklin Templeton in Q2 2021 and has held it in 10 quarters since.
Integrated Wealth Concepts's Franklin Templeton position peaked at $404K in Q4 2022.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.