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Lloyd Advisory Services’s Franklin Templeton BEN Stock Holding History

Lloyd Advisory Services’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 		$671 Sell
20
-2,281
-99% -$68.3K ﹤0.01% 586
2026
Q1 		$54.4K Buy
2,301
+2,281
+11,405% +$58.7K 0.02% 265
2025
Q4 		$470 Buy
+20
New +$459 ﹤0.01% 517
2024
Q2 		– Sell
-31,500
Closed -$885K – 102
2024
Q1 		$885K Buy
+31,500
New +$868K 0.19% 96

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PCOC
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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

Lloyd Advisory Services's BEN Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Franklin Templeton (BEN) stake by 99% in Q2 2026, selling an estimated $68.3K and leaving 20 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Lloyd Advisory Services first reported a position in BEN in Q1 2024 and has held it in 4 quarters since. The position peaked at $885K in Q1 2024. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Lloyd Advisory Services held 20 shares of Franklin Templeton worth $671 as of Q2 2026.
  • Lloyd Advisory Services sold 2,281 Franklin Templeton shares in Q2 2026, an estimated $68.3K.
  • Franklin Templeton made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #586 holding.
  • Lloyd Advisory Services first reported a position in Franklin Templeton in Q1 2024 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Franklin Templeton position peaked at $885K in Q1 2024.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.