Keystone Financial Planning’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.52M | Sell |
105,770
-116
| -0.1% | -$3.47K | 0.91% | 20 |
|
|
2026
Q1 | $2.5M | Buy |
105,886
+2,344
| +2% | +$60.3K | 0.67% | 23 |
|
|
2025
Q4 | $2.47M | Sell |
103,542
-2,168
| -2% | -$49.8K | 0.72% | 25 |
|
|
2025
Q3 | $2.45M | Hold |
105,710
| – | – | 0.71% | 23 |
|
|
2025
Q2 | $2.52M | Sell |
105,710
-2,284
| -2% | -$47.1K | 0.76% | 24 |
|
|
2025
Q1 | $2.08M | Hold |
107,994
| – | – | 0.62% | 29 |
|
|
2024
Q4 | $2.19M | Sell |
107,994
-292
| -0.3% | -$6.15K | 0.68% | 28 |
|
|
2024
Q3 | $2.18M | Hold |
108,286
| – | – | 0.66% | 29 |
|
|
2024
Q2 | $2.42M | Sell |
108,286
-3,942
| -4% | -$94.9K | 0.8% | 25 |
|
|
2024
Q1 | $3.15M | Sell |
112,228
-6,795
| -6% | -$187K | 1.02% | 24 |
|
|
2023
Q4 | $3.55M | Hold |
119,023
| – | – | 1.17% | 23 |
|
|
2023
Q3 | $2.93M | Hold |
119,023
| – | – | 1.02% | 25 |
|
|
2023
Q2 | $3.18M | Buy |
119,023
+4,934
| +4% | +$128K | 1.06% | 24 |
|
|
2023
Q1 | $3.07M | Sell |
114,089
-2,889
| -2% | -$84.4K | 1.05% | 25 |
|
|
2022
Q4 | $3.09M | Sell |
116,978
-318
| -0.3% | -$7.9K | 1.04% | 26 |
|
|
2022
Q3 | $2.52M | Buy |
117,296
+4,171
| +4% | +$107K | 0.97% | 26 |
|
|
2022
Q2 | $2.64M | Sell |
113,125
-1,932
| -2% | -$49.4K | 0.93% | 30 |
|
|
2022
Q1 | $3.21M | Sell |
115,057
-744
| -0.6% | -$22.7K | 1.07% | 27 |
|
|
2021
Q4 | $3.88M | Sell |
115,801
-217,539
| -65% | -$7.16M | 1.32% | 25 |
|
|
2021
Q3 | $9.91M | Buy |
333,340
+2,742
| +0.8% | +$85.5K | 3.6% | 4 |
|
|
2021
Q2 | $10.6M | Sell |
330,598
-9,436
| -3% | -$306K | 3.83% | 3 |
|
|
2021
Q1 | $10.1M | Hold |
340,034
| – | – | 3.75% | 2 |
|
|
2020
Q4 | $8.5M | Sell |
340,034
-216
| -0.1% | -$4.82K | 3.53% | 4 |
|
|
2020
Q3 | $6.92M | Sell |
340,250
-135
| -0% | -$2.83K | 3.35% | 9 |
|
|
2020
Q2 | $7.14M | Buy |
340,385
+20,096
| +6% | +$379K | 3.52% | 10 |
|
|
2020
Q1 | $5.35M | Buy |
320,289
+92,006
| +40% | +$2.11M | 3.06% | 16 |
|
|
2019
Q4 | $5.93M | Buy |
228,283
+207,528
| +1,000% | +$5.64M | 2.65% | 20 |
|
|
2019
Q3 | $599K | Sell |
20,755
-201
| -1% | -$6.14K | 0.29% | 41 |
|
|
2019
Q2 | $729K | Sell |
20,956
-22,115
| -51% | -$752K | 0.36% | 42 |
|
|
2019
Q1 | $1.43M | Sell |
43,071
-1,880
| -4% | -$59.4K | 0.7% | 38 |
|
|
2018
Q4 | $1.33M | Sell |
44,951
-1,669
| -4% | -$51.3K | 0.74% | 35 |
|
|
2018
Q3 | $1.42M | Buy |
46,620
+30,236
| +185% | +$974K | 0.72% | 36 |
|
|
2018
Q2 | $525K | Buy |
+16,384
| New | +$549K | 0.29% | 40 |
|
Other funds holding BEN
PCOC
ACL
Keystone Financial Planning's BEN Position: Q2 2026 in Review
Keystone Financial Planning reduced its Franklin Templeton (BEN) stake by 0.11% in Q2 2026, selling an estimated $3.47K and leaving 105,770 shares worth $3.52M. The position accounts for 0.91% of the portfolio, ranked #20.
Keystone Financial Planning first reported a position in BEN in Q2 2018 and has held it in 33 quarters since. The position peaked at $10.6M in Q2 2021. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Keystone Financial Planning held 105,770 shares of Franklin Templeton worth $3.52M as of Q2 2026.
- Keystone Financial Planning sold 116 Franklin Templeton shares in Q2 2026, an estimated $3.47K.
- Franklin Templeton made up 0.91% of Keystone Financial Planning's portfolio in Q2 2026, its #20 holding.
- Keystone Financial Planning first reported a position in Franklin Templeton in Q2 2018 and has held it in 33 quarters since.
- Keystone Financial Planning's Franklin Templeton position peaked at $10.6M in Q2 2021.
- 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.