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SageView Advisory Group’s Franklin Templeton BEN Stock Holding History

SageView Advisory 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
Q1 		– Sell
-603
Closed -$14.4K – 778
2025
Q4 		$14.4K Buy
+603
New +$13.8K ﹤0.01% 1575
2024
Q3 		– Sell
-12,870
Closed -$288K – 514
2024
Q2 		$288K Buy
+12,870
New +$310K 0.01% 446
2024
Q1 		– Sell
-17,438
Closed -$473K – 535
2023
Q4 		$473K Buy
17,438
+3,205
+23% +$79.7K 0.02% 405
2023
Q3 		$350K Sell
14,233
-855
-6% -$23.1K 0.02% 388
2023
Q2 		$403K Buy
15,088
+1,119
+8% +$28.9K 0.02% 386
2023
Q1 		$376K Buy
+13,969
New +$408K 0.02% 349

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

SageView Advisory Group's BEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 603 shares — an estimated $14.4K sold.

SageView Advisory Group first reported a position in BEN in Q1 2023 and held it in 6 quarters. The position peaked at $473K in Q4 2023. 610 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • SageView Advisory Group reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 603 Franklin Templeton shares in Q1 2026, an estimated $14.4K.
  • SageView Advisory Group first reported a position in Franklin Templeton in Q1 2023 and held it in 6 quarters.
  • SageView Advisory Group's Franklin Templeton position peaked at $473K in Q4 2023.
  • 610 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.