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Keystone Financial Group (Kentucky)’s Franklin Templeton BEN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$257K Sell
7,736
-1,532
-17% -$45.9K 0.02% 472
2026
Q1 		$219K Buy
9,268
+16
+0.2% +$412 0.02% 468
2025
Q4 		$221K Sell
9,252
-11
-0.1% -$253 0.02% 415
2025
Q3 		$214K Buy
9,263
+51
+0.6% +$1.26K 0.02% 391
2025
Q2 		$220K Buy
+9,212
New +$190K 0.02% 380

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s BEN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Franklin Templeton (BEN) stake by 17% in Q2 2026, selling an estimated $45.9K and leaving 7,736 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #472.

Keystone Financial Group (Kentucky) first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,736 shares of Franklin Templeton worth $257K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 1,532 Franklin Templeton shares in Q2 2026, an estimated $45.9K.
  • Franklin Templeton made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #472 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Franklin Templeton in Q2 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 Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.