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Private Advisor Group’s Franklin Templeton BEN Stock Holding History

Private Advisor Group’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 		$1.25M Buy
+37,647
New +$1.13M 0.01% 1248
2024
Q3 		– Sell
-10,559
Closed -$236K – 2432
2024
Q2 		$236K Buy
10,559
+1,532
+17% +$36.9K ﹤0.01% 2051
2024
Q1 		$254K Sell
9,027
-856
-9% -$23.6K ﹤0.01% 1956
2023
Q4 		$294K Buy
9,883
+1,096
+12% +$27.3K ﹤0.01% 1792
2023
Q3 		$216K Buy
8,787
+287
+3% +$7.76K ﹤0.01% 1833
2023
Q2 		$227K Sell
8,500
-6,304
-43% -$163K ﹤0.01% 1791
2023
Q1 		$399K Sell
14,804
-13,054
-47% -$381K ﹤0.01% 1425
2022
Q4 		$290K Buy
27,858
+17,927
+181% +$445K 0.01% 763
2022
Q3 		$214K Buy
9,931
+179
+2% +$4.6K ﹤0.01% 1641
2022
Q2 		$227K Sell
9,752
-1,725
-15% -$44.1K ﹤0.01% 1778
2022
Q1 		$320K Buy
11,477
+2,277
+25% +$69.5K ﹤0.01% 1642
2021
Q4 		$308K Sell
9,200
-801
-8% -$26.4K ﹤0.01% 1704
2021
Q3 		$297K Sell
10,001
-4
-0% -$125 ﹤0.01% 1711
2021
Q2 		$320K Sell
10,005
-173
-2% -$5.61K ﹤0.01% 1600
2021
Q1 		$301K Buy
10,178
+130
+1% +$3.55K ﹤0.01% 1543
2020
Q4 		$251K Sell
10,048
-3,481
-26% -$77.7K ﹤0.01% 1539
2020
Q3 		$275K Buy
13,529
+8,964
+196% +$188K ﹤0.01% 1290
2020
Q2 		$96K Buy
+4,565
New +$86.1K ﹤0.01% 1726
2019
Q3 		– Sell
-9,632
Closed -$336K – 1667
2019
Q2 		$336K Buy
+9,632
New +$328K 0.01% 1225
2015
Q1 		– Sell
-4,290
Closed -$238K – 1006
2014
Q4 		$238K Buy
+4,290
New +$237K 0.02% 802

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

Private Advisor Group's BEN Position: Q2 2026 in Review

Private Advisor Group opened a new position in Franklin Templeton (BEN) in Q2 2026: 37,647 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #1248 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in BEN as recently as Q2 2024.

Private Advisor Group first reported a position in BEN in Q4 2014 and has held it in 20 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Private Advisor Group held 37,647 shares of Franklin Templeton worth $1.25M as of Q2 2026.
  • Franklin Templeton was a new Private Advisor Group position in Q2 2026.
  • Franklin Templeton made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1248 holding.
  • Private Advisor Group first reported a position in Franklin Templeton in Q4 2014 and has held it in 20 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.