J.W. Cole Advisors’s Franklin Templeton BEN Stock Holding History

J.W. Cole Advisors’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	$2.17M	Buy	+65,251	New	+$1.95M	0.04%	474
2026 Q1	–	Sell	-70,143	Closed	-$1.67M	–	811
2025 Q4	$1.67M	Buy	70,143 +4,420	+7%	+$101K	0.04%	453
2025 Q3	$1.52M	Sell	65,723 -236	-0.4%	-$5.83K	0.03%	563
2025 Q2	$1.57M	Buy	65,959 +292	+0.4%	+$6.02K	0.03%	503
2025 Q1	$1.26M	Buy	+65,667	New	+$1.32M	0.04%	458

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

J.W. Cole Advisors's BEN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Franklin Templeton (BEN) in Q2 2026: 65,251 shares worth $2.17M. The stake represents 0.04% of the portfolio and ranks #474 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BEN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BEN in Q1 2025 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

J.W. Cole Advisors held 65,251 shares of Franklin Templeton worth $2.17M as of Q2 2026.
Franklin Templeton was a new J.W. Cole Advisors position in Q2 2026.
Franklin Templeton made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #474 holding.
J.W. Cole Advisors first reported a position in Franklin Templeton in Q1 2025 and has held it in 5 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.