Mirabella Financial Services’s Franklin Templeton BEN Stock Holding History

Mirabella Financial 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	–	Sell	-13,871	Closed	-$328K	–	734
2026 Q1	$328K	Buy	+13,871	New	+$357K	0.03%	462
2024 Q2	–	Sell	-28,032	Closed	-$788K	–	455
2024 Q1	$788K	Buy	28,032 +4,053	+17%	+$112K	0.06%	220
2023 Q4	$714K	Buy	23,979 +8,254	+52%	+$205K	0.1%	164
2023 Q3	$387K	Buy	+15,725	New	+$425K	0.05%	253
2022 Q2	–	Sell	-37,708	Closed	-$1.05M	–	477
2022 Q1	$1.05M	Buy	+37,708	New	+$1.15M	0.12%	159
2020 Q4	–	Sell	-33,855	Closed	-$689K	–	327
2020 Q3	$689K	Buy	+33,855	New	+$711K	0.09%	108

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

Mirabella Financial Services's BEN Position: Q2 2026 in Review

Mirabella Financial Services sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 13,871 shares — an estimated $328K sold.

Mirabella Financial Services first reported a position in BEN in Q3 2020 and held it in 6 quarters. The position peaked at $1.05M in Q1 2022. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Mirabella Financial Services reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 13,871 Franklin Templeton shares in Q2 2026, an estimated $328K.
Mirabella Financial Services first reported a position in Franklin Templeton in Q3 2020 and held it in 6 quarters.
Mirabella Financial Services's Franklin Templeton position peaked at $1.05M in Q1 2022.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.