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Richardson Financial Services’s Franklin Templeton BEN Stock Holding History

Richardson Financial Services’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 		$2.33K Buy
+70
New +$2.1K ﹤0.01% 533
2024
Q4 		– Sell
-3,600
Closed -$80.5K – 612
2024
Q3 		$80.5K Hold
3,600
– – 0.05% 219
2024
Q2 		$80.5K Sell
3,600
-420
-10% -$10.1K 0.06% 211
2024
Q1 		$113K Buy
4,020
+520
+15% +$14.3K 0.08% 186
2023
Q4 		$104K Buy
+3,500
New +$87.1K 0.09% 170

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

Richardson Financial Services's BEN Position: Q2 2026 in Review

Richardson Financial Services opened a new position in Franklin Templeton (BEN) in Q2 2026: 70 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in BEN as recently as Q3 2024.

Richardson Financial Services first reported a position in BEN in Q4 2023 and has held it in 5 quarters since. The position peaked at $113K in Q1 2024. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Richardson Financial Services held 70 shares of Franklin Templeton worth $2.33K as of Q2 2026.
  • Franklin Templeton was a new Richardson Financial Services position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #533 holding.
  • Richardson Financial Services first reported a position in Franklin Templeton in Q4 2023 and has held it in 5 quarters since.
  • Richardson Financial Services's Franklin Templeton position peaked at $113K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.