SW
BEN icon

SteelPeak Wealth’s Franklin Templeton BEN Stock Holding History

SteelPeak Wealth’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 		$1.11M Buy
+33,050
New +$990K 0.03% 299
2025
Q4 		– Sell
-12,473
Closed -$292K – 543
2025
Q3 		$292K Sell
12,473
-892
-7% -$22K 0.01% 471
2025
Q2 		$323K Buy
13,365
+113
+0.9% +$2.33K 0.01% 410
2025
Q1 		$259K Sell
13,252
-1,437
-10% -$28.8K 0.01% 444
2024
Q4 		$303K Buy
+14,689
New +$309K 0.01% 414
2023
Q2 		– Sell
-7,401
Closed -$202K – 454
2023
Q1 		$202K Sell
7,401
-939
-11% -$27.4K 0.01% 347
2022
Q4 		$223K Buy
+8,340
New +$207K 0.02% 352
2021
Q4 		– Sell
-8,436
Closed -$251K – 423
2021
Q3 		$251K Sell
8,436
-101
-1% -$3.15K 0.02% 358
2021
Q2 		$273K Sell
8,537
-12,423
-59% -$402K 0.02% 346
2021
Q1 		$620K Buy
20,960
+12,338
+143% +$337K 0.05% 204
2020
Q4 		$215K Sell
8,622
-6,375
-43% -$142K 0.02% 298
2020
Q3 		$305K Buy
+14,997
New +$315K 0.03% 215

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

SteelPeak Wealth's BEN Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Franklin Templeton (BEN) in Q2 2026: 33,050 shares worth $1.11M. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in BEN as recently as Q3 2025.

SteelPeak Wealth first reported a position in BEN in Q3 2020 and has held it in 12 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SteelPeak Wealth held 33,050 shares of Franklin Templeton worth $1.11M as of Q2 2026.
  • Franklin Templeton was a new SteelPeak Wealth position in Q2 2026.
  • Franklin Templeton made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #299 holding.
  • SteelPeak Wealth first reported a position in Franklin Templeton in Q3 2020 and has held it in 12 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.