Key Financial Inc’s Franklin Templeton BEN Stock Holding History

Key Financial Inc’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	$9.68K	Hold	291	–	–	﹤0.01%	879
2026 Q1	$6.87K	Hold	291	–	–	﹤0.01%	968
2025 Q4	$6.95K	Hold	291	–	–	﹤0.01%	969
2025 Q3	$6.56K	Hold	291	–	–	﹤0.01%	979
2025 Q2	$6.94K	Hold	291	–	–	﹤0.01%	958
2025 Q1	$5.6K	Hold	291	–	–	﹤0.01%	965
2024 Q4	$5.9K	Hold	291	–	–	﹤0.01%	940
2024 Q3	$5.86K	Hold	291	–	–	﹤0.01%	936
2024 Q2	$6.5K	Hold	291	–	–	﹤0.01%	886
2024 Q1	$8.18K	Hold	291	–	–	﹤0.01%	809
2023 Q4	$8.67K	Hold	291	–	–	﹤0.01%	779
2023 Q3	$7.15K	Hold	291	–	–	﹤0.01%	813
2023 Q2	$7.77K	Hold	291	–	–	﹤0.01%	796
2023 Q1	$7.84K	Hold	291	–	–	﹤0.01%	727
2022 Q4	$6.26K	Hold	291	–	–	﹤0.01%	740
2022 Q3	$6K	Hold	291	–	–	﹤0.01%	741
2022 Q2	$7K	Hold	291	–	–	﹤0.01%	711
2022 Q1	$8K	Hold	291	–	–	﹤0.01%	680
2021 Q4	$10K	Hold	291	–	–	0.01%	580
2021 Q3	$9K	Hold	291	–	–	0.01%	592
2021 Q2	$9K	Buy	+291	New	+$9.43K	0.01%	582

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 $3.37T AUM 44.26% 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

Key Financial Inc's BEN Position: Q2 2026 in Review

Key Financial Inc held its Franklin Templeton (BEN) position steady in Q2 2026 at 291 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Key Financial Inc first reported a position in BEN in Q2 2021 and has held it in 21 quarters since. The position peaked at $10K in Q4 2021. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Key Financial Inc held 291 shares of Franklin Templeton worth $9.68K as of Q2 2026.
Key Financial Inc left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #879 holding.
Key Financial Inc first reported a position in Franklin Templeton in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Franklin Templeton position peaked at $10K in Q4 2021.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.