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Sequoia Financial Advisors’s Franklin Templeton BEN Stock Holding History

Sequoia Financial Advisors’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 		$1.1M Buy
33,032
+4,152
+14% +$124K 0.01% 902
2026
Q1 		$682K Sell
28,880
-1,227
-4% -$31.6K ﹤0.01% 1084
2025
Q4 		$719K Buy
30,107
+12,957
+76% +$298K ﹤0.01% 1069
2025
Q3 		$397K Buy
17,150
+583
+4% +$14.4K ﹤0.01% 1246
2025
Q2 		$395K Buy
+16,567
New +$341K ﹤0.01% 1114

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

Sequoia Financial Advisors's BEN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Franklin Templeton (BEN) stake by 14% in Q2 2026, buying an estimated $124K and bringing the position to 33,032 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #902.

Sequoia Financial Advisors first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sequoia Financial Advisors held 33,032 shares of Franklin Templeton worth $1.1M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,152 Franklin Templeton shares in Q2 2026, an estimated $124K.
  • Franklin Templeton made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #902 holding.
  • Sequoia Financial Advisors first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.