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Synergy Investment Management’s Franklin Templeton BEN Stock Holding History

Synergy Investment 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 		$777 Sell
24
-7
-23% -$210 ﹤0.01% 998
2026
Q1 		$732 Buy
+31
New +$798 ﹤0.01% 801

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Synergy Investment Management's BEN Position: Q2 2026 in Review

Synergy Investment Management reduced its Franklin Templeton (BEN) stake by 23% in Q2 2026, selling an estimated $210 and leaving 24 shares worth $777. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Synergy Investment Management first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Synergy Investment Management held 24 shares of Franklin Templeton worth $777 as of Q2 2026.
  • Synergy Investment Management sold 7 Franklin Templeton shares in Q2 2026, an estimated $210.
  • Franklin Templeton made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #998 holding.
  • Synergy Investment Management first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.