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Savvy Advisors Inc’s Franklin Templeton BEN Stock Holding History

Savvy Advisors Inc’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 		$440K Buy
13,238
+1,571
+13% +$47K 0.01% 829
2026
Q1 		$276K Sell
11,667
-1,989
-15% -$51.2K 0.01% 916
2025
Q4 		$326K Buy
13,656
+2,463
+22% +$56.6K 0.01% 736
2025
Q3 		$259K Sell
11,193
-9
-0.1% -$222 0.01% 676
2025
Q2 		$267K Sell
11,202
-728
-6% -$15K 0.02% 520
2025
Q1 		$230K Buy
11,930
+232
+2% +$4.65K 0.02% 451
2024
Q4 		$237K Buy
11,698
+69
+0.6% +$1.45K 0.03% 390
2024
Q3 		$234K Buy
11,629
+55
+0.5% +$1.19K 0.05% 303
2024
Q2 		$259K Buy
11,574
+1,451
+14% +$34.9K 0.08% 235
2024
Q1 		$285K Sell
10,123
-1,400
-12% -$38.6K 0.16% 165
2023
Q4 		$343K Buy
+11,523
New +$287K 0.33% 92

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's BEN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Franklin Templeton (BEN) stake by 13% in Q2 2026, buying an estimated $47K and bringing the position to 13,238 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #829.

Savvy Advisors Inc first reported a position in BEN in Q4 2023 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Savvy Advisors Inc held 13,238 shares of Franklin Templeton worth $440K as of Q2 2026.
  • Savvy Advisors Inc bought 1,571 Franklin Templeton shares in Q2 2026, an estimated $47K.
  • Franklin Templeton made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #829 holding.
  • Savvy Advisors Inc first reported a position in Franklin Templeton in Q4 2023 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.