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Simplicity Wealth’s Franklin Templeton BEN Stock Holding History

Simplicity Wealth’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 		$364K Buy
10,954
+666
+6% +$19.9K 0.01% 760
2026
Q1 		$243K Buy
10,288
+1,009
+11% +$26K 0.01% 663
2025
Q4 		$222K Sell
9,279
-169
-2% -$3.88K 0.01% 643
2025
Q3 		$219K Sell
9,448
-8,810
-48% -$218K 0.01% 649
2025
Q2 		$435K Buy
+18,258
New +$376K 0.02% 486

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

Simplicity Wealth's BEN Position: Q2 2026 in Review

Simplicity Wealth increased its Franklin Templeton (BEN) stake by 6.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 10,954 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #760.

Simplicity Wealth first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $435K in Q2 2025. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Simplicity Wealth held 10,954 shares of Franklin Templeton worth $364K as of Q2 2026.
  • Simplicity Wealth bought 666 Franklin Templeton shares in Q2 2026, an estimated $19.9K.
  • Franklin Templeton made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #760 holding.
  • Simplicity Wealth first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Franklin Templeton position peaked at $435K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.