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Plante Moran Financial Advisors’s Franklin Templeton BEN Stock Holding History

Plante Moran Financial 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 		$266 Buy
+8
New +$240 ﹤0.01% 1348
2025
Q1 		– Sell
-20
Closed -$406 – 804
2024
Q4 		$406 Sell
20
-125
-86% -$2.63K ﹤0.01% 870
2024
Q3 		$2.92K Buy
145
+20
+16% +$431 ﹤0.01% 732
2024
Q2 		$2.79K Hold
125
– – ﹤0.01% 691
2024
Q1 		$3.51K Buy
+125
New +$3.44K ﹤0.01% 718
2022
Q1 		– Sell
-131
Closed -$4K – 818
2021
Q4 		$4K Buy
+131
New +$4.31K ﹤0.01% 841
2019
Q3 		– Sell
-96
Closed -$3K – 844
2019
Q2 		$3K Buy
+96
New +$3.26K ﹤0.01% 688
2016
Q4 		– Sell
-1,031
Closed -$37K – 970
2016
Q3 		$37K Buy
1,031
+962
+1,394% +$34K 0.03% 380
2016
Q2 		$2K Buy
+69
New +$2.51K ﹤0.01% 782
2015
Q3 		– Sell
-84
Closed -$4K – 706
2015
Q2 		$4K Hold
84
– – ﹤0.01% 639
2015
Q1 		$4K Hold
84
– – ﹤0.01% 628
2014
Q4 		$5K Hold
84
– – ﹤0.01% 652
2014
Q3 		$5K Hold
84
– – ﹤0.01% 667
2014
Q2 		$5K Buy
+84
New +$4.59K ﹤0.01% 659
2014
Q1 		– Sell
-924
Closed -$53K – 625
2013
Q4 		$53K Buy
+924
New +$49.8K 0.03% 225

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's BEN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Franklin Templeton (BEN) in Q2 2026: 8 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BEN as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in BEN in Q4 2013 and has held it in 15 quarters since. The position peaked at $53K in Q4 2013. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of Franklin Templeton worth $266 as of Q2 2026.
  • Franklin Templeton was a new Plante Moran Financial Advisors position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1348 holding.
  • Plante Moran Financial Advisors first reported a position in Franklin Templeton in Q4 2013 and has held it in 15 quarters since.
  • Plante Moran Financial Advisors's Franklin Templeton position peaked at $53K in Q4 2013.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.