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JFS Wealth Advisors’s Franklin Templeton BEN Stock Holding History

JFS Wealth 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 		$15.7K Buy
471
+14
+3% +$419 ﹤0.01% 835
2026
Q1 		$10.8K Buy
457
+8
+2% +$206 ﹤0.01% 918
2025
Q4 		$10.8K Buy
449
+111
+33% +$2.55K ﹤0.01% 950
2025
Q3 		$7.82K Sell
338
-4
-1% -$99 ﹤0.01% 970
2025
Q2 		$8.16K Buy
342
+303
+777% +$6.24K ﹤0.01% 932
2025
Q1 		$751 Sell
39
-70
-64% -$1.4K ﹤0.01% 1704
2024
Q4 		$2.21K Sell
109
-168
-61% -$3.54K ﹤0.01% 1436
2024
Q3 		$5.58K Buy
277
+15
+6% +$323 ﹤0.01% 1083
2024
Q2 		$5.86K Sell
262
-52
-17% -$1.25K ﹤0.01% 1002
2024
Q1 		$8.83K Hold
314
– – ﹤0.01% 863
2023
Q4 		$9.36K Buy
314
+33
+12% +$821 ﹤0.01% 794
2023
Q3 		$6.91K Hold
281
– – ﹤0.01% 860
2023
Q2 		$7.51K Sell
281
-19
-6% -$491 ﹤0.01% 829
2023
Q1 		$8.08K Sell
300
-16
-5% -$467 ﹤0.01% 794
2022
Q4 		$8.34K Buy
316
+19
+6% +$472 ﹤0.01% 776
2022
Q3 		$6K Buy
297
+1
+0.3% +$26 ﹤0.01% 893
2022
Q2 		$7K Buy
296
+113
+62% +$2.89K ﹤0.01% 857
2022
Q1 		$5K Buy
183
+88
+93% +$2.69K ﹤0.01% 1020
2021
Q4 		$3K Buy
+95
New +$3.13K ﹤0.01% 914
2016
Q2 		– Sell
-14
Closed -$1K – 514
2016
Q1 		$1K Buy
+14
New +$495 ﹤0.01% 556
2015
Q3 		– Sell
-53
Closed -$3K – 482
2015
Q2 		$3K Sell
53
-134
-72% -$6.87K ﹤0.01% 440
2015
Q1 		$10K Hold
187
– – ﹤0.01% 357
2014
Q4 		$10K Buy
187
+1
+0.5% +$55 ﹤0.01% 369
2014
Q3 		$10K Buy
186
+2
+1% +$112 ﹤0.01% 334
2014
Q2 		$11K Buy
+184
New +$10.1K ﹤0.01% 317

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

JFS Wealth Advisors's BEN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Franklin Templeton (BEN) stake by 3.1% in Q2 2026, buying an estimated $419 and bringing the position to 471 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

JFS Wealth Advisors first reported a position in BEN in Q2 2014 and has held it in 25 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • JFS Wealth Advisors held 471 shares of Franklin Templeton worth $15.7K as of Q2 2026.
  • JFS Wealth Advisors bought 14 Franklin Templeton shares in Q2 2026, an estimated $419.
  • Franklin Templeton made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #835 holding.
  • JFS Wealth Advisors first reported a position in Franklin Templeton in Q2 2014 and has held it in 25 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.