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Oakmont Investment Advisors’s Franklin Templeton, Inc. BEN Stock Holding History

Oakmont 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 		$523K Buy
+15,715
New +$471K 0.36% 67

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PCOC
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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

Oakmont Investment Advisors's BEN Position: Q2 2026 in Review

Oakmont Investment Advisors opened a new position in Franklin Templeton, Inc. (BEN) in Q2 2026: 15,715 shares worth $523K. The stake represents 0.36% of the portfolio and ranks #67 among its holdings.

662 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Oakmont Investment Advisors held 15,715 shares of Franklin Templeton, Inc. worth $523K as of Q2 2026.
  • Franklin Templeton, Inc. was a new Oakmont Investment Advisors position in Q2 2026.
  • Franklin Templeton, Inc. made up 0.36% of Oakmont Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • 662 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q2 2026.

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