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Pinnacle Wealth Planning Services’s Franklin Templeton BEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.2K Hold
428
– – ﹤0.01% 1929
2026
Q1 		$10.1K Buy
428
+14
+3% +$360 ﹤0.01% 1994
2025
Q4 		$9.89K Buy
+414
New +$9.51K ﹤0.01% 2017
2021
Q1 		– Sell
-416
Closed -$10K – 523
2020
Q4 		$10K Buy
+416
New +$9.29K ﹤0.01% 1378

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

Pinnacle Wealth Planning Services's BEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Franklin Templeton (BEN) position steady in Q2 2026 at 428 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Pinnacle Wealth Planning Services first reported a position in BEN in Q4 2020 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 428 shares of Franklin Templeton worth $14.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1929 holding.
  • Pinnacle Wealth Planning Services first reported a position in Franklin Templeton in Q4 2020 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.