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IRON Financial’s Franklin Templeton BEN Stock Holding History

IRON Financial’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 		$336K Buy
10,108
+647
+7% +$19.4K 0.14% 96
2026
Q1 		$223K Buy
+9,461
New +$243K 0.1% 128
2025
Q3 		– Sell
-9,783
Closed -$233K – 141
2025
Q2 		$233K Buy
+9,783
New +$202K 0.12% 106

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

IRON Financial's BEN Position: Q2 2026 in Review

IRON Financial increased its Franklin Templeton (BEN) stake by 6.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 10,108 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #96.

IRON Financial first reported a position in BEN in Q2 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • IRON Financial held 10,108 shares of Franklin Templeton worth $336K as of Q2 2026.
  • IRON Financial bought 647 Franklin Templeton shares in Q2 2026, an estimated $19.4K.
  • Franklin Templeton made up 0.14% of IRON Financial's portfolio in Q2 2026, its #96 holding.
  • IRON Financial first reported a position in Franklin Templeton in Q2 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.