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SHP Wealth Management’s Franklin Templeton BEN Stock Holding History

SHP 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 		$2.76K Buy
83
+21
+34% +$629 ﹤0.01% 1305
2026
Q1 		$1.46K Buy
+62
New +$1.59K ﹤0.01% 1368

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

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

SHP Wealth Management increased its Franklin Templeton (BEN) stake by 34% in Q2 2026, buying an estimated $629 and bringing the position to 83 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

SHP Wealth Management first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SHP Wealth Management held 83 shares of Franklin Templeton worth $2.76K as of Q2 2026.
  • SHP Wealth Management bought 21 Franklin Templeton shares in Q2 2026, an estimated $629.
  • Franklin Templeton made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1305 holding.
  • SHP Wealth Management first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.