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Sowell Financial Services’s Franklin Templeton BEN Stock Holding History

Sowell Financial Services’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 		$422K Buy
12,685
+876
+7% +$26.2K 0.01% 717
2026
Q1 		$279K Buy
+11,809
New +$304K 0.01% 861
2025
Q1 		– Sell
-10,146
Closed -$206K – 1012
2024
Q4 		$206K Buy
+10,146
New +$214K 0.01% 504
2024
Q3 		– Sell
-10,094
Closed -$229K – 534
2024
Q2 		$229K Buy
10,094
+65
+0.6% +$1.56K 0.01% 511
2024
Q1 		$285K Buy
+10,029
New +$276K 0.01% 515
2023
Q4 		– Sell
-10,919
Closed -$272K – 532
2023
Q3 		$272K Sell
10,919
-252
-2% -$6.82K 0.02% 468
2023
Q2 		$302K Buy
+11,171
New +$289K 0.02% 511
2021
Q2 		– Sell
-6,492
Closed -$221K – 749
2021
Q1 		$221K Buy
6,492
+2,168
+50% +$59.2K 0.01% 997
2020
Q4 		$108K Buy
4,324
+3,304
+324% +$73.8K ﹤0.01% 1122
2020
Q3 		$21K Buy
1,020
+1,004
+6,275% +$21.1K ﹤0.01% 1528
2020
Q2 		$0 Buy
+16
New +$302 ﹤0.01% 2463
2020
Q1 		– Sell
-2,793
Closed -$73K – 2426
2019
Q4 		$73K Sell
2,793
-2,339
-46% -$63.6K 0.01% 1003
2019
Q3 		$148K Buy
+5,132
New +$157K 0.01% 723

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

Sowell Financial Services's BEN Position: Q2 2026 in Review

Sowell Financial Services increased its Franklin Templeton (BEN) stake by 7.4% in Q2 2026, buying an estimated $26.2K and bringing the position to 12,685 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #717.

Sowell Financial Services first reported a position in BEN in Q3 2019 and has held it in 13 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sowell Financial Services held 12,685 shares of Franklin Templeton worth $422K as of Q2 2026.
  • Sowell Financial Services bought 876 Franklin Templeton shares in Q2 2026, an estimated $26.2K.
  • Franklin Templeton made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #717 holding.
  • Sowell Financial Services first reported a position in Franklin Templeton in Q3 2019 and has held it in 13 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.