SOA Wealth Advisors’s Franklin Templeton BEN Stock Holding History

SOA Wealth 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	$3.08K	Buy	93 +1	+1%	+$30	﹤0.01%	741
2026 Q1	$2.19K	Hold	92	–	–	﹤0.01%	704
2025 Q4	$2.21K	Hold	92	–	–	﹤0.01%	708
2025 Q3	$2.14K	Hold	92	–	–	﹤0.01%	720
2025 Q2	$2.2K	Hold	92	–	–	﹤0.01%	707
2025 Q1	$1.78K	Hold	92	–	–	﹤0.01%	711
2024 Q4	$1.87K	Sell	92 -4	-4%	-$84	﹤0.01%	695
2024 Q3	$1.93K	Hold	96	–	–	﹤0.01%	674
2024 Q2	$2.14K	Hold	96	–	–	﹤0.01%	666
2024 Q1	$2.69K	Hold	96	–	–	﹤0.01%	672
2023 Q4	$2.85K	Buy	96 +1	+1%	+$25	﹤0.01%	660
2023 Q3	$2.35K	Hold	95	–	–	﹤0.01%	699
2023 Q2	$2.55K	Hold	95	–	–	﹤0.01%	698
2023 Q1	$2.57K	Hold	95	–	–	﹤0.01%	700
2022 Q4	$2.51K	Hold	95	–	–	﹤0.01%	710
2022 Q3	$2K	Sell	95 -17	-15%	-$437	﹤0.01%	695
2022 Q2	$2K	Sell	112 -106	-49%	-$2.71K	﹤0.01%	683
2022 Q1	$6K	Hold	218	–	–	﹤0.01%	651
2021 Q4	$7K	Hold	218	–	–	﹤0.01%	613
2021 Q3	$6K	Buy	218 +4	+2%	+$125	﹤0.01%	652
2021 Q2	$6K	Buy	214 +21	+11%	+$680	﹤0.01%	640
2021 Q1	$5K	Buy	193 +32	+20%	+$874	﹤0.01%	611
2020 Q4	$4K	Buy	+161	New	+$3.59K	﹤0.01%	623

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SOA Wealth Advisors's BEN Position: Q2 2026 in Review

SOA Wealth Advisors increased its Franklin Templeton (BEN) stake by 1.1% in Q2 2026, buying an estimated $30 and bringing the position to 93 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

SOA Wealth Advisors first reported a position in BEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $7K in Q4 2021. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

SOA Wealth Advisors held 93 shares of Franklin Templeton worth $3.08K as of Q2 2026.
SOA Wealth Advisors bought 1 Franklin Templeton share in Q2 2026, an estimated $30.
Franklin Templeton made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #741 holding.
SOA Wealth Advisors first reported a position in Franklin Templeton in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Franklin Templeton position peaked at $7K in Q4 2021.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.