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NewEdge Advisors’s Franklin Templeton BEN Stock Holding History

NewEdge 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 		$507K Buy
15,236
+3,250
+27% +$97.3K ﹤0.01% 2135
2026
Q1 		$283K Sell
11,986
-98
-0.8% -$2.52K ﹤0.01% 2381
2025
Q4 		$289K Sell
12,084
-2,811
-19% -$64.5K ﹤0.01% 2337
2025
Q3 		$345K Buy
14,895
+2,623
+21% +$64.8K ﹤0.01% 2076
2025
Q2 		$293K Buy
12,272
+12,054
+5,529% +$248K ﹤0.01% 2035
2025
Q1 		$4.2K Sell
218
-1,599
-88% -$32K ﹤0.01% 3346
2024
Q4 		$36.9K Sell
1,817
-246
-12% -$5.18K ﹤0.01% 2630
2024
Q3 		$41.6K Sell
2,063
-14,654
-88% -$316K ﹤0.01% 2496
2024
Q2 		$374K Sell
16,717
-519
-3% -$12.5K ﹤0.01% 1587
2024
Q1 		$484K Sell
17,236
-65
-0.4% -$1.79K ﹤0.01% 1368
2023
Q4 		$515K Sell
17,301
-3,620
-17% -$90.1K ﹤0.01% 1267
2023
Q3 		$514K Buy
20,921
+2,161
+12% +$58.4K 0.01% 1155
2023
Q2 		$501K Sell
18,760
-142
-0.8% -$3.67K 0.01% 1186
2023
Q1 		$476K Buy
18,902
+5,239
+38% +$153K 0.01% 1132
2022
Q4 		$340K Buy
13,663
+320
+2% +$7.95K 0.01% 943
2022
Q3 		$287K Buy
13,343
+789
+6% +$20.3K ﹤0.01% 1227
2022
Q2 		$292K Sell
12,554
-76
-0.6% -$1.94K ﹤0.01% 1228
2022
Q1 		$353K Buy
12,630
+839
+7% +$25.6K 0.01% 928
2021
Q4 		$394K Buy
+11,791
New +$388K 0.01% 1190

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

NewEdge Advisors's BEN Position: Q2 2026 in Review

NewEdge Advisors increased its Franklin Templeton (BEN) stake by 27% in Q2 2026, buying an estimated $97.3K and bringing the position to 15,236 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

NewEdge Advisors first reported a position in BEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $515K in Q4 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • NewEdge Advisors held 15,236 shares of Franklin Templeton worth $507K as of Q2 2026.
  • NewEdge Advisors bought 3,250 Franklin Templeton shares in Q2 2026, an estimated $97.3K.
  • Franklin Templeton made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2135 holding.
  • NewEdge Advisors first reported a position in Franklin Templeton in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Franklin Templeton position peaked at $515K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.