PI
BEN icon

PFG Investments’s Franklin Templeton BEN Stock Holding History

PFG Investments’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 		$484K Buy
14,538
+4,116
+39% +$123K 0.02% 686
2026
Q1 		$246K Buy
10,422
+1,983
+23% +$51K 0.01% 961
2025
Q4 		$202K Sell
8,439
-616
-7% -$14.1K 0.01% 1018
2025
Q3 		$209K Sell
9,055
-98
-1% -$2.42K 0.01% 953
2025
Q2 		$218K Buy
+9,153
New +$189K 0.01% 877
2025
Q1 		– Sell
-10,328
Closed -$210K – 1025
2024
Q4 		$210K Sell
10,328
-269
-3% -$5.67K 0.01% 878
2024
Q3 		$214K Sell
10,597
-461
-4% -$9.93K 0.01% 868
2024
Q2 		$247K Buy
11,058
+874
+9% +$21K 0.02% 733
2024
Q1 		$286K Buy
+10,184
New +$281K 0.02% 760

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

PFG Investments's BEN Position: Q2 2026 in Review

PFG Investments increased its Franklin Templeton (BEN) stake by 39% in Q2 2026, buying an estimated $123K and bringing the position to 14,538 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #686.

PFG Investments first reported a position in BEN in Q1 2024 and has held it in 9 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • PFG Investments held 14,538 shares of Franklin Templeton worth $484K as of Q2 2026.
  • PFG Investments bought 4,116 Franklin Templeton shares in Q2 2026, an estimated $123K.
  • Franklin Templeton made up 0.02% of PFG Investments's portfolio in Q2 2026, its #686 holding.
  • PFG Investments first reported a position in Franklin Templeton in Q1 2024 and has held it in 9 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.