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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
2023
Q4 		– Sell
-13,500
Closed -$3.32K – 2268
2023
Q3 		$3.32K Buy
+13,500
New +$365K ﹤0.01% 2222

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.