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ORG Wealth Partners’s Franklin Templeton BEN Stock Holding History

ORG Wealth Partners’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 		$837K Buy
25,166
+6,667
+36% +$200K 0.13% 90
2026
Q1 		$437K Buy
18,499
+2,156
+13% +$55.5K 0.09% 141
2025
Q4 		$390K Buy
16,343
+577
+4% +$13.2K 0.09% 142
2025
Q3 		$365K Sell
15,766
-7,017
-31% -$173K 0.08% 151
2025
Q2 		$554K Buy
22,783
+15,065
+195% +$310K 0.13% 109
2025
Q1 		$149K Sell
7,718
-2,329
-23% -$46.7K 0.05% 211
2024
Q4 		$204K Buy
10,047
+3,747
+59% +$78.9K 0.06% 123
2024
Q3 		$127K Buy
+6,300
New +$136K 0.04% 161

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

ORG Wealth Partners's BEN Position: Q2 2026 in Review

ORG Wealth Partners increased its Franklin Templeton (BEN) stake by 36% in Q2 2026, buying an estimated $200K and bringing the position to 25,166 shares worth $837K. The position accounts for 0.13% of the portfolio, ranked #90.

ORG Wealth Partners first reported a position in BEN in Q3 2024 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • ORG Wealth Partners held 25,166 shares of Franklin Templeton worth $837K as of Q2 2026.
  • ORG Wealth Partners bought 6,667 Franklin Templeton shares in Q2 2026, an estimated $200K.
  • Franklin Templeton made up 0.13% of ORG Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • ORG Wealth Partners first reported a position in Franklin Templeton in Q3 2024 and has held it in 8 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.