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Root Financial Partners’s Franklin Templeton BEN Stock Holding History

Root Financial Partners’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 		– Sell
-1,447
Closed -$34.2K – 722
2026
Q1 		$34.2K Buy
1,447
+159
+12% +$4.09K ﹤0.01% 1044
2025
Q4 		$30.8K Buy
1,288
+201
+18% +$4.62K ﹤0.01% 930
2025
Q3 		$25.1K Buy
+1,087
New +$26.9K ﹤0.01% 1000

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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

Root Financial Partners's BEN Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 1,447 shares — an estimated $34.2K sold.

Root Financial Partners first reported a position in BEN in Q3 2025 and held it in 3 quarters. The position peaked at $34.2K in Q1 2026. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,447 Franklin Templeton shares in Q2 2026, an estimated $34.2K.
  • Root Financial Partners first reported a position in Franklin Templeton in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Templeton position peaked at $34.2K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.