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Legacy Wealth Management (Idaho)’s Franklin Templeton BEN Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-328
Closed -$7.75K – 269
2026
Q1 		$7.75K Hold
328
– – ﹤0.01% 542
2025
Q4 		$7.84K Hold
328
– – ﹤0.01% 465
2025
Q3 		$7.59K Hold
328
– – ﹤0.01% 381
2025
Q2 		$7.82K Hold
328
– – ﹤0.01% 346
2025
Q1 		$6.31K Hold
328
– – ﹤0.01% 397
2024
Q4 		$6.7K Sell
328
-239
-42% -$5.04K ﹤0.01% 347
2024
Q3 		$12.2K Buy
+567
New +$12.2K 0.01% 283

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

Legacy Wealth Management (Idaho)'s BEN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 328 shares — an estimated $7.75K sold.

Legacy Wealth Management (Idaho) first reported a position in BEN in Q3 2024 and held it in 7 quarters. The position peaked at $12.2K in Q3 2024. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 328 Franklin Templeton shares in Q2 2026, an estimated $7.75K.
  • Legacy Wealth Management (Idaho) first reported a position in Franklin Templeton in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Franklin Templeton position peaked at $12.2K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.