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Lifeworks Advisors’s Franklin Templeton BEN Stock Holding History

Lifeworks Advisors’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 		$293K Buy
+8,800
New +$264K 0.03% 276

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

Lifeworks Advisors's BEN Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Franklin Templeton (BEN) in Q2 2026: 8,800 shares worth $293K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Lifeworks Advisors held 8,800 shares of Franklin Templeton worth $293K as of Q2 2026.
  • Franklin Templeton was a new Lifeworks Advisors position in Q2 2026.
  • Franklin Templeton made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #276 holding.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.