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Private Wealth Management Group’s Franklin Templeton BEN Stock Holding History

Private Wealth Management 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 		$233 Hold
7
– – ﹤0.01% 1422
2026
Q1 		$166 Hold
7
– – ﹤0.01% 1400
2025
Q4 		$168 Hold
7
– – ﹤0.01% 1438
2025
Q3 		$162 Hold
7
– – ﹤0.01% 1456
2025
Q2 		$167 Buy
7
+6
+600% +$124 ﹤0.01% 1457
2025
Q1 		$20 Sell
1
-92
-99% -$1.84K ﹤0.01% 1478
2024
Q4 		$1.89K Buy
+93
New +$1.96K ﹤0.01% 1106
2024
Q3 		– Sell
-113
Closed -$2.53K – 1505
2024
Q2 		$2.53K Buy
113
+42
+59% +$1.01K ﹤0.01% 968
2024
Q1 		$2K Hold
71
– – ﹤0.01% 969
2023
Q4 		$2.12K Buy
+71
New +$1.77K ﹤0.01% 955

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 Wealth Management Group's BEN Position: Q2 2026 in Review

Private Wealth Management Group held its Franklin Templeton (BEN) position steady in Q2 2026 at 7 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Private Wealth Management Group first reported a position in BEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53K in Q2 2024. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Private Wealth Management Group held 7 shares of Franklin Templeton worth $233 as of Q2 2026.
  • Private Wealth Management Group left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1422 holding.
  • Private Wealth Management Group first reported a position in Franklin Templeton in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Franklin Templeton position peaked at $2.53K in Q2 2024.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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