Summit Financial Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Summit Financial Wealth 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	$224K	Buy	+6,734	New	+$202K	0.03%	204

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

Summit Financial Wealth Advisors's BEN Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Franklin Templeton (BEN) in Q2 2026: 6,734 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Summit Financial Wealth Advisors held 6,734 shares of Franklin Templeton worth $224K as of Q2 2026.
Franklin Templeton was a new Summit Financial Wealth Advisors position in Q2 2026.
Franklin Templeton made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #204 holding.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.