Jones Financial Companies
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Jones Financial Companies’s Franklin Templeton BEN Stock Holding History

Jones Financial Companies’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 		$1.07M Buy
32,257
+3,904
+14% +$117K ﹤0.01% 1860
2026
Q1 		$645K Buy
28,353
+8,720
+44% +$224K ﹤0.01% 1919
2025
Q4 		$469K Buy
19,633
+2,856
+17% +$65.6K ﹤0.01% 1546
2025
Q3 		$390K Buy
16,777
+4,508
+37% +$111K ﹤0.01% 1497
2025
Q2 		$292K Buy
12,269
+5,293
+76% +$109K ﹤0.01% 1500
2025
Q1 		$134K Buy
6,976
+4,039
+138% +$80.9K ﹤0.01% 1651
2024
Q4 		$59.6K Buy
2,937
+1,147
+64% +$24.2K ﹤0.01% 1808
2024
Q3 		$37.2K Buy
1,790
+1,676
+1,470% +$36.1K ﹤0.01% 1744
2024
Q2 		$2.55K Buy
114
+12
+12% +$289 ﹤0.01% 2107
2024
Q1 		$2.87K Sell
102
-102
-50% -$2.81K ﹤0.01% 1231
2023
Q4 		$6.08K Hold
204
– – ﹤0.01% 740
2023
Q3 		$5.01K Hold
204
– – ﹤0.01% 516
2023
Q2 		$5.45K Sell
204
-1
-0.5% -$26 ﹤0.01% 488
2023
Q1 		$5.52K Buy
+205
New +$5.99K ﹤0.01% 511
2022
Q1 		– Sell
-350
Closed -$12K – 694
2021
Q4 		$12K Buy
+350
New +$11.5K ﹤0.01% 529
2021
Q2 		– Sell
-2,294
Closed -$68K – 639
2021
Q1 		$68K Buy
+2,294
New +$62.7K ﹤0.01% 314
2013
Q4 		– Sell
-294
Closed -$15K – 250
2013
Q3 		$15K Hold
294
– – ﹤0.01% 459
2013
Q2 		$13K Buy
+294
New +$15K ﹤0.01% 550

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

Jones Financial Companies's BEN Position: Q2 2026 in Review

Jones Financial Companies increased its Franklin Templeton (BEN) stake by 14% in Q2 2026, buying an estimated $117K and bringing the position to 32,257 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Jones Financial Companies first reported a position in BEN in Q2 2013 and has held it in 18 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Jones Financial Companies held 32,257 shares of Franklin Templeton worth $1.07M as of Q2 2026.
  • Jones Financial Companies bought 3,904 Franklin Templeton shares in Q2 2026, an estimated $117K.
  • Franklin Templeton made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1860 holding.
  • Jones Financial Companies first reported a position in Franklin Templeton in Q2 2013 and has held it in 18 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.