SSG
BEN icon

Summit Securities Group’s Franklin Templeton BEN Stock Holding History

Summit Securities Group’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 		$285K Buy
8,574
+8,523
+16,712% +$255K 0.03% 231
2026
Q1 		$1.21K Sell
51
-3,585
-99% -$92.2K ﹤0.01% 985
2025
Q4 		$86.9K Buy
3,636
+3,107
+587% +$71.3K 0.01% 494
2025
Q3 		$12.2K Buy
529
+321
+154% +$7.93K ﹤0.01% 855
2025
Q2 		$4.96K Sell
208
-192
-48% -$3.96K ﹤0.01% 980
2025
Q1 		$7.7K Buy
+400
New +$8.02K ﹤0.01% 577
2023
Q3 		– Sell
-372
Closed -$10K – 582
2023
Q2 		$10K Sell
372
-188
-34% -$4.86K ﹤0.01% 774
2023
Q1 		$15K Sell
560
-1,027
-65% -$30K ﹤0.01% 655
2022
Q4 		$42K Buy
1,587
+557
+54% +$13.8K ﹤0.01% 745
2022
Q3 		$22K Buy
1,030
+447
+77% +$11.5K ﹤0.01% 706
2022
Q2 		$14K Buy
583
+468
+407% +$12K ﹤0.01% 807
2022
Q1 		$3K Buy
+115
New +$3.51K ﹤0.01% 1016
2017
Q1 		– Sell
-52,500
Closed -$2.08M – 299
2016
Q4 		$2.08M Buy
+52,500
New +$1.97M 0.45% 49
2016
Q1 		– Sell
-8,704
Closed -$320K – 154
2015
Q4 		$320K Buy
+8,704
New +$340K 0.1% 139
2015
Q2 		– Sell
-783
Closed -$40K – 468
2015
Q1 		$40K Buy
+783
New +$41.6K 0.03% 188

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

Summit Securities Group's BEN Position: Q2 2026 in Review

Summit Securities Group increased its Franklin Templeton (BEN) stake by 16,712% in Q2 2026, buying an estimated $255K and bringing the position to 8,574 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #231.

Summit Securities Group first reported a position in BEN in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.08M in Q4 2016. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Summit Securities Group held 8,574 shares of Franklin Templeton worth $285K as of Q2 2026.
  • Summit Securities Group bought 8,523 Franklin Templeton shares in Q2 2026, an estimated $255K.
  • Franklin Templeton made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #231 holding.
  • Summit Securities Group first reported a position in Franklin Templeton in Q1 2015 and has held it in 15 quarters since.
  • Summit Securities Group's Franklin Templeton position peaked at $2.08M in Q4 2016.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.