SFSG
BEN icon

Sound Financial Strategies Group’s Franklin Templeton BEN Stock Holding History

Sound Financial Strategies Group’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 		$367K Buy
11,041
+233
+2% +$6.98K 0.23% 65
2026
Q1 		$255K Sell
10,808
-15,612
-59% -$402K 0.17% 94
2025
Q4 		$631K Sell
26,420
-1,481
-5% -$34K 0.45% 70
2025
Q3 		$645K Buy
+27,901
New +$690K 0.47% 78
2024
Q4 		– Sell
-29,217
Closed -$589K – 93
2024
Q3 		$589K Buy
29,217
+884
+3% +$19K 0.47% 67
2024
Q2 		$633K Buy
28,333
+6,075
+27% +$146K 0.55% 57
2024
Q1 		$626K Sell
22,258
-308
-1% -$8.48K 0.52% 37
2023
Q4 		$672K Sell
22,566
-9,728
-30% -$242K 0.57% 16
2023
Q3 		$794K Sell
32,294
-2,043
-6% -$55.3K 0.66% 42
2023
Q2 		$917K Buy
+34,337
New +$887K 0.67% 39
2023
Q1 		– Sell
-26,321
Closed -$694K – 63
2022
Q4 		$694K Buy
+26,321
New +$654K 0.5% 46
2022
Q1 		– Sell
-19,092
Closed -$639K – 75
2021
Q4 		$639K Sell
19,092
-448
-2% -$14.7K 0.32% 55
2021
Q3 		$581K Buy
19,540
+32
+0.2% +$998 0.29% 61
2021
Q2 		$624K Sell
19,508
-993
-5% -$32.2K 0.31% 47
2021
Q1 		$607K Buy
+20,501
New +$560K 0.31% 36

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

Sound Financial Strategies Group's BEN Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Franklin Templeton (BEN) stake by 2.2% in Q2 2026, buying an estimated $6.98K and bringing the position to 11,041 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #65.

Sound Financial Strategies Group first reported a position in BEN in Q1 2021 and has held it in 15 quarters since. The position peaked at $917K in Q2 2023. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sound Financial Strategies Group held 11,041 shares of Franklin Templeton worth $367K as of Q2 2026.
  • Sound Financial Strategies Group bought 233 Franklin Templeton shares in Q2 2026, an estimated $6.98K.
  • Franklin Templeton made up 0.23% of Sound Financial Strategies Group's portfolio in Q2 2026, its #65 holding.
  • Sound Financial Strategies Group first reported a position in Franklin Templeton in Q1 2021 and has held it in 15 quarters since.
  • Sound Financial Strategies Group's Franklin Templeton position peaked at $917K in Q2 2023.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.