Steel Grove Capital Advisors’s Franklin Templeton BEN Stock Holding History

Steel Grove Capital 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	$2.52M	Buy	75,733 +229	+0.3%	+$6.86K	0.23%	41
2026 Q1	$1.78M	Buy	75,504 +4,660	+7%	+$120K	0.19%	62
2025 Q4	$1.69M	Sell	70,844 -28,113	-28%	-$646K	0.18%	59
2025 Q3	$2.36M	Hold	98,957	–	–	0.28%	38
2025 Q2	$2.36M	Buy	98,957 +325	+0.3%	+$6.7K	0.28%	38
2025 Q1	$1.9M	Buy	98,632 +2,075	+2%	+$41.6K	0.29%	44
2024 Q4	$1.96M	Buy	+96,557	New	+$2.03M	0.27%	41

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

Steel Grove Capital Advisors's BEN Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Franklin Templeton (BEN) stake by 0.3% in Q2 2026, buying an estimated $6.86K and bringing the position to 75,733 shares worth $2.52M. The position accounts for 0.23% of the portfolio, ranked #41.

Steel Grove Capital Advisors first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Steel Grove Capital Advisors held 75,733 shares of Franklin Templeton worth $2.52M as of Q2 2026.
Steel Grove Capital Advisors bought 229 Franklin Templeton shares in Q2 2026, an estimated $6.86K.
Franklin Templeton made up 0.23% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #41 holding.
Steel Grove Capital Advisors first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.