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SeaCrest Wealth Management’s Franklin Templeton BEN Stock Holding History

SeaCrest 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 		$216K Buy
+6,479
New +$194K 0.02% 508
2026
Q1 		– Sell
-8,161
Closed -$205K – 643
2025
Q4 		$205K Buy
+8,161
New +$187K 0.02% 596
2025
Q3 		– Sell
-8,822
Closed -$210K – 635
2025
Q2 		$210K Buy
+8,822
New +$182K 0.02% 564
2024
Q1 		– Sell
-20,290
Closed -$586K – 608
2023
Q4 		$586K Hold
20,290
– – 0.07% 275
2023
Q3 		$499K Buy
20,290
+955
+5% +$25.8K 0.06% 308
2023
Q2 		$516K Sell
19,335
-402
-2% -$10.4K 0.07% 313
2023
Q1 		$532K Sell
19,737
-1,752
-8% -$51.2K 0.07% 303
2022
Q4 		$567K Hold
21,489
– – 0.08% 287
2022
Q3 		$462K Sell
21,489
-647
-3% -$16.6K 0.07% 317
2022
Q2 		$516K Buy
22,136
+591
+3% +$15.1K 0.06% 308
2022
Q1 		$602K Sell
21,545
-2,286
-10% -$69.8K 0.07% 300
2021
Q4 		$798K Sell
23,831
-1,456
-6% -$47.9K 0.09% 230
2021
Q3 		$752K Buy
25,287
+2,233
+10% +$69.7K 0.09% 232
2021
Q2 		$737K Buy
23,054
+530
+2% +$17.2K 0.09% 250
2021
Q1 		$667K Buy
22,524
+829
+4% +$22.6K 0.09% 246
2020
Q4 		$542K Buy
21,695
+3,130
+17% +$69.9K 0.08% 274
2020
Q3 		$378K Buy
+18,565
New +$390K 0.06% 319
2019
Q2 		– Sell
-4,013
Closed -$133K – 646
2019
Q1 		$133K Buy
4,013
+2,010
+100% +$63.5K 0.02% 595
2018
Q4 		$59K Buy
2,003
+458
+30% +$14.1K 0.01% 836
2018
Q3 		$47K Buy
1,545
+191
+14% +$6.15K 0.01% 1020
2018
Q2 		$43K Buy
1,354
+45
+3% +$1.51K 0.01% 1046
2018
Q1 		$45K Buy
1,309
+133
+11% +$5.41K 0.01% 994
2017
Q4 		$51K Buy
+1,176
New +$50.9K 0.01% 950

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

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

SeaCrest Wealth Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 6,479 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in BEN as recently as Q4 2025.

SeaCrest Wealth Management first reported a position in BEN in Q4 2017 and has held it in 23 quarters since. The position peaked at $798K in Q4 2021. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SeaCrest Wealth Management held 6,479 shares of Franklin Templeton worth $216K as of Q2 2026.
  • Franklin Templeton was a new SeaCrest Wealth Management position in Q2 2026.
  • Franklin Templeton made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #508 holding.
  • SeaCrest Wealth Management first reported a position in Franklin Templeton in Q4 2017 and has held it in 23 quarters since.
  • SeaCrest Wealth Management's Franklin Templeton position peaked at $798K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.