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Merit Financial Group’s Franklin Templeton BEN Stock Holding History

Merit 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 		$2.71M Buy
81,520
+5,387
+7% +$161K 0.02% 617
2026
Q1 		$1.8M Buy
76,133
+1,117
+1% +$28.7K 0.01% 720
2025
Q4 		$1.79M Buy
75,016
+31,856
+74% +$731K 0.01% 691
2025
Q3 		$998K Buy
+43,160
New +$1.07M 0.01% 867

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

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

Merit Financial Group increased its Franklin Templeton (BEN) stake by 7.1% in Q2 2026, buying an estimated $161K and bringing the position to 81,520 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #617.

Merit Financial Group first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Merit Financial Group held 81,520 shares of Franklin Templeton worth $2.71M as of Q2 2026.
  • Merit Financial Group bought 5,387 Franklin Templeton shares in Q2 2026, an estimated $161K.
  • Franklin Templeton made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #617 holding.
  • Merit Financial Group first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.