INVST’s Franklin Templeton BEN Stock Holding History

INVST’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	$933K	Sell	28,051 -104	-0.4%	-$3.11K	0.09%	173
2026 Q1	$665K	Buy	+28,155	New	+$724K	0.08%	224

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 $3.38T AUM 44.17% 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

INVST's BEN Position: Q2 2026 in Review

INVST reduced its Franklin Templeton (BEN) stake by 0.37% in Q2 2026, selling an estimated $3.11K and leaving 28,051 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #173.

INVST first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

INVST held 28,051 shares of Franklin Templeton worth $933K as of Q2 2026.
INVST sold 104 Franklin Templeton shares in Q2 2026, an estimated $3.11K.
Franklin Templeton made up 0.09% of INVST's portfolio in Q2 2026, its #173 holding.
INVST first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.