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Spire Wealth Management’s Franklin Templeton BEN Stock Holding History

Spire 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 		$2.33K Buy
70
+2
+3% +$60 ﹤0.01% 1980
2026
Q1 		$1.61K Buy
68
+44
+183% +$1.13K ﹤0.01% 2074
2025
Q4 		$573 Buy
+24
New +$551 ﹤0.01% 2275
2025
Q2 		– Sell
-41
Closed -$789 – 2394
2025
Q1 		$789 Sell
41
-306
-88% -$6.13K ﹤0.01% 2416
2024
Q4 		$7.04K Buy
347
+93
+37% +$1.96K ﹤0.01% 1953
2024
Q3 		$5.12K Buy
254
+7
+3% +$151 ﹤0.01% 1818
2024
Q2 		$5.52K Sell
247
-1,348
-85% -$32.5K ﹤0.01% 1809
2024
Q1 		$44.8K Hold
1,595
– – ﹤0.01% 1256
2023
Q4 		$44.5K Sell
1,595
-649
-29% -$16.1K ﹤0.01% 1243
2023
Q3 		$55.2K Buy
2,244
+179
+9% +$4.84K ﹤0.01% 1146
2023
Q2 		$55.2K Sell
2,065
-103
-5% -$2.66K ﹤0.01% 1161
2023
Q1 		$58.4K Sell
2,168
-97
-4% -$2.83K ﹤0.01% 1136
2022
Q4 		$60K Hold
2,265
– – ﹤0.01% 922
2022
Q3 		$49K Sell
2,265
-126
-5% -$3.24K ﹤0.01% 952
2022
Q2 		$56K Buy
2,391
+326
+16% +$8.34K ﹤0.01% 1247
2022
Q1 		$58K Hold
2,065
– – ﹤0.01% 1389
2021
Q4 		$69K Hold
2,065
– – ﹤0.01% 1566
2021
Q3 		$61K Hold
2,065
– – ﹤0.01% 1395
2021
Q2 		$66K Hold
2,065
– – ﹤0.01% 1363
2021
Q1 		$61K Buy
+2,065
New +$56.4K ﹤0.01% 1620

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

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

Spire Wealth Management increased its Franklin Templeton (BEN) stake by 2.9% in Q2 2026, buying an estimated $60 and bringing the position to 70 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Spire Wealth Management first reported a position in BEN in Q1 2021 and has held it in 20 quarters since. The position peaked at $69K in Q4 2021. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Spire Wealth Management held 70 shares of Franklin Templeton worth $2.33K as of Q2 2026.
  • Spire Wealth Management bought 2 Franklin Templeton shares in Q2 2026, an estimated $60.
  • Franklin Templeton made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1980 holding.
  • Spire Wealth Management first reported a position in Franklin Templeton in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Franklin Templeton position peaked at $69K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.