Mutual Advisors’s Franklin Templeton BEN Stock Holding History

Mutual 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	$456K	Buy	13,712 +1,047	+8%	+$31.4K	0.01%	984
2026 Q1	$299K	Buy	12,665 +1,198	+10%	+$30.8K	0.01%	1129
2025 Q4	$274K	Sell	11,467 -425	-4%	-$9.76K	0.01%	1118
2025 Q3	$270K	Buy	11,892 +2,105	+22%	+$52K	0.01%	1093
2025 Q2	$243K	Buy	+9,787	New	+$202K	0.01%	1060
2023 Q1	–	Sell	-10,288	Closed	-$271K	–	975
2022 Q4	$271K	Buy	+10,288	New	+$255K	0.01%	768

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

Mutual Advisors's BEN Position: Q2 2026 in Review

Mutual Advisors increased its Franklin Templeton (BEN) stake by 8.3% in Q2 2026, buying an estimated $31.4K and bringing the position to 13,712 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #984.

Mutual Advisors first reported a position in BEN in Q4 2022 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Mutual Advisors held 13,712 shares of Franklin Templeton worth $456K as of Q2 2026.
Mutual Advisors bought 1,047 Franklin Templeton shares in Q2 2026, an estimated $31.4K.
Franklin Templeton made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #984 holding.
Mutual Advisors first reported a position in Franklin Templeton in Q4 2022 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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