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Quaker Wealth Management’s Franklin Templeton BEN Stock Holding History

Quaker Wealth Management’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 		$433 Sell
13
-4
-24% -$120 ﹤0.01% 768
2026
Q1 		$402 Buy
17
+3
+21% +$77 ﹤0.01% 750
2025
Q4 		$335 Buy
14
+2
+17% +$46 ﹤0.01% 786
2025
Q3 		$278 Hold
12
– – ﹤0.01% 739
2025
Q2 		$287 Buy
+12
New +$247 ﹤0.01% 734

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

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

Quaker Wealth Management reduced its Franklin Templeton (BEN) stake by 24% in Q2 2026, selling an estimated $120 and leaving 13 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Quaker Wealth Management first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Quaker Wealth Management held 13 shares of Franklin Templeton worth $433 as of Q2 2026.
  • Quaker Wealth Management sold 4 Franklin Templeton shares in Q2 2026, an estimated $120.
  • Franklin Templeton made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #768 holding.
  • Quaker Wealth Management first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.