Moneta Group Investment Advisors’s Franklin Templeton BEN Stock Holding History

Moneta Group Investment 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	$468K	Sell	14,064 -106	-0.7%	-$3.17K	﹤0.01%	560
2026 Q1	$335K	Buy	14,170 +152	+1%	+$3.91K	﹤0.01%	598
2025 Q4	$335K	Buy	+14,018	New	+$322K	﹤0.01%	607
2018 Q2	–	Sell	-450	Closed	-$16K	–	407
2018 Q1	$16K	Hold	450	–	–	﹤0.01%	420
2017 Q4	$19K	Buy	+450	New	+$19.5K	﹤0.01%	317
2015 Q4	–	Sell	-1,950	Closed	-$73K	–	163
2015 Q3	$73K	Buy	+1,950	New	+$84.4K	0.02%	203
2013 Q3	–	Sell	-13,170	Closed	-$597K	–	117
2013 Q2	$597K	Buy	+13,170	New	+$670K	0.42%	47

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

Moneta Group Investment Advisors's BEN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Franklin Templeton (BEN) stake by 0.75% in Q2 2026, selling an estimated $3.17K and leaving 14,064 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Moneta Group Investment Advisors first reported a position in BEN in Q2 2013 and has held it in 7 quarters since. The position peaked at $597K in Q2 2013. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Moneta Group Investment Advisors held 14,064 shares of Franklin Templeton worth $468K as of Q2 2026.
Moneta Group Investment Advisors sold 106 Franklin Templeton shares in Q2 2026, an estimated $3.17K.
Franklin Templeton made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #560 holding.
Moneta Group Investment Advisors first reported a position in Franklin Templeton in Q2 2013 and has held it in 7 quarters since.
Moneta Group Investment Advisors's Franklin Templeton position peaked at $597K in Q2 2013.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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