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Larson Financial Group’s Franklin Templeton BEN Stock Holding History

Larson Financial Group’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 		$74.7K Buy
2,246
+162
+8% +$4.85K ﹤0.01% 1336
2026
Q1 		$49.2K Buy
2,084
+692
+50% +$17.8K ﹤0.01% 1364
2025
Q4 		$33.3K Buy
1,392
+452
+48% +$10.4K ﹤0.01% 1438
2025
Q3 		$21.7K Buy
940
+14
+2% +$346 ﹤0.01% 1602
2025
Q2 		$22.1K Sell
926
-65
-7% -$1.34K ﹤0.01% 1445
2025
Q1 		$19.1K Sell
991
-473
-32% -$9.48K ﹤0.01% 1391
2024
Q4 		$29.7K Sell
1,464
-315
-18% -$6.64K ﹤0.01% 1074
2024
Q3 		$35.9K Buy
1,779
+1,277
+254% +$27.5K ﹤0.01% 1009
2024
Q2 		$11.2K Sell
502
-10
-2% -$241 ﹤0.01% 1224
2024
Q1 		$14.4K Sell
512
-197
-28% -$5.43K ﹤0.01% 962
2023
Q4 		$21.1K Buy
709
+26
+4% +$647 ﹤0.01% 840
2023
Q3 		$16.8K Sell
683
-11,574
-94% -$313K ﹤0.01% 866
2023
Q2 		$327K Buy
12,257
+177
+1% +$4.57K 0.03% 245
2023
Q1 		$325K Sell
12,080
-66
-0.5% -$1.93K 0.04% 248
2022
Q4 		$320K Buy
12,146
+676
+6% +$16.8K 0.04% 241
2022
Q3 		$247K Buy
11,470
+9,261
+419% +$238K 0.04% 251
2022
Q2 		$51K Buy
+2,209
New +$56.5K 0.01% 362
2020
Q1 		– Sell
-54
Closed -$1K – 541
2019
Q4 		$1K Hold
54
– – ﹤0.01% 488
2019
Q3 		$2K Hold
54
– – ﹤0.01% 428
2019
Q2 		$2K Hold
54
– – ﹤0.01% 379
2019
Q1 		$2K Hold
54
– – ﹤0.01% 369
2018
Q4 		$2K Buy
+54
New +$1.66K ﹤0.01% 346

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

Larson Financial Group's BEN Position: Q2 2026 in Review

Larson Financial Group increased its Franklin Templeton (BEN) stake by 7.8% in Q2 2026, buying an estimated $4.85K and bringing the position to 2,246 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Larson Financial Group first reported a position in BEN in Q4 2018 and has held it in 22 quarters since. The position peaked at $327K in Q2 2023. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Larson Financial Group held 2,246 shares of Franklin Templeton worth $74.7K as of Q2 2026.
  • Larson Financial Group bought 162 Franklin Templeton shares in Q2 2026, an estimated $4.85K.
  • Franklin Templeton made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1336 holding.
  • Larson Financial Group first reported a position in Franklin Templeton in Q4 2018 and has held it in 22 quarters since.
  • Larson Financial Group's Franklin Templeton position peaked at $327K in Q2 2023.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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