Millstone Evans Group’s Franklin Templeton BEN Stock Holding History

Millstone Evans 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	$16.2K	Hold	486	–	–	0.01%	528
2026 Q1	$11.5K	Hold	486	–	–	0.01%	558
2025 Q4	$11.6K	Hold	486	–	–	0.01%	531
2025 Q3	$11.2K	Hold	486	–	–	0.01%	518
2025 Q2	$11.6K	Hold	486	–	–	0.01%	510
2025 Q1	$9.36K	Hold	486	–	–	0.01%	532
2024 Q4	$9.86K	Buy	+486	New	+$10.2K	0.01%	499

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Millstone Evans Group's BEN Position: Q2 2026 in Review

Millstone Evans Group held its Franklin Templeton (BEN) position steady in Q2 2026 at 486 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #528.

Millstone Evans Group first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Millstone Evans Group held 486 shares of Franklin Templeton worth $16.2K as of Q2 2026.
Millstone Evans Group left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #528 holding.
Millstone Evans Group first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.