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Revisor Wealth Management’s Franklin Templeton BEN Stock Holding History

Revisor 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 		$373K Sell
11,104
-1,033
-9% -$30.9K 0.09% 249
2026
Q1 		$288K Sell
12,137
-1,095
-8% -$28.2K 0.08% 257
2025
Q4 		$337K Buy
13,232
+138
+1% +$3.17K 0.09% 222
2025
Q3 		$308K Sell
13,094
-3,085
-19% -$76.3K 0.11% 205
2025
Q2 		$404K Buy
16,179
+157
+1% +$3.23K 0.15% 164
2025
Q1 		$313K Buy
+16,022
New +$321K 0.14% 164
2024
Q4 		– Sell
-14,426
Closed -$291K – 129
2024
Q3 		$291K Buy
14,426
+1,751
+14% +$37.7K 0.18% 131
2024
Q2 		$283K Sell
12,675
-7,761
-38% -$187K 0.2% 121
2024
Q1 		$592K Buy
20,436
+11,765
+136% +$324K 0.27% 98
2023
Q4 		$258K Sell
8,671
-2,451
-22% -$61K 0.3% 94
2023
Q3 		$273K Buy
11,122
+1,420
+15% +$38.4K 0.23% 119
2023
Q2 		$259K Buy
9,702
+435
+5% +$11.2K 0.23% 132
2023
Q1 		$250K Buy
+9,267
New +$271K 0.23% 135

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

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

Revisor Wealth Management reduced its Franklin Templeton (BEN) stake by 8.5% in Q2 2026, selling an estimated $30.9K and leaving 11,104 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #249.

Revisor Wealth Management first reported a position in BEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $592K in Q1 2024. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Revisor Wealth Management held 11,104 shares of Franklin Templeton worth $373K as of Q2 2026.
  • Revisor Wealth Management sold 1,033 Franklin Templeton shares in Q2 2026, an estimated $30.9K.
  • Franklin Templeton made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Revisor Wealth Management first reported a position in Franklin Templeton in Q1 2023 and has held it in 13 quarters since.
  • Revisor Wealth Management's Franklin Templeton position peaked at $592K in Q1 2024.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.