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TD Private Client Wealth’s Franklin Templeton BEN Stock Holding History

TD Private Client 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 		$22.4K Sell
672
-21
-3% -$629 ﹤0.01% 1023
2026
Q1 		$16.4K Buy
693
+20
+3% +$515 ﹤0.01% 1035
2025
Q4 		$16.1K Sell
673
-65
-9% -$1.49K ﹤0.01% 1037
2025
Q3 		$17.1K Buy
738
+53
+8% +$1.31K ﹤0.01% 1002
2025
Q2 		$16.3K Buy
685
+298
+77% +$6.14K ﹤0.01% 1018
2025
Q1 		$7.45K Buy
387
+33
+9% +$661 ﹤0.01% 1039
2024
Q4 		$7.18K Sell
354
-162
-31% -$3.41K ﹤0.01% 1080
2024
Q3 		$10.4K Sell
516
-644
-56% -$13.9K ﹤0.01% 1048
2024
Q2 		$25.9K Buy
1,160
+105
+10% +$2.53K ﹤0.01% 913
2024
Q1 		$29.7K Hold
1,055
– – ﹤0.01% 892
2023
Q4 		$31.4K Buy
1,055
+576
+120% +$14.3K ﹤0.01% 891
2023
Q3 		$11.8K Sell
479
-183
-28% -$4.95K ﹤0.01% 1006
2023
Q2 		$17.7K Sell
662
-37
-5% -$956 ﹤0.01% 965
2023
Q1 		$18.8K Sell
699
-459
-40% -$13.4K ﹤0.01% 957
2022
Q4 		$30.5K Buy
1,158
+45
+4% +$1.12K ﹤0.01% 845
2022
Q3 		$24K Buy
1,113
+168
+18% +$4.32K ﹤0.01% 878
2022
Q2 		$22K Sell
945
-199
-17% -$5.09K ﹤0.01% 898
2022
Q1 		$31.9K Buy
1,144
+225
+24% +$6.87K ﹤0.01% 856
2021
Q4 		$30.8K Sell
919
-393
-30% -$12.9K ﹤0.01% 809
2021
Q3 		$39K Sell
1,312
-354
-21% -$11K ﹤0.01% 781
2021
Q2 		$53.3K Sell
1,666
-61
-4% -$1.98K ﹤0.01% 726
2021
Q1 		$51.1K Sell
1,727
-57
-3% -$1.56K ﹤0.01% 704
2020
Q4 		$44.6K Buy
1,784
+542
+44% +$12.1K ﹤0.01% 677
2020
Q3 		$25.3K Buy
1,242
+270
+28% +$5.67K ﹤0.01% 706
2020
Q2 		$20.4K Sell
972
-448
-32% -$8.45K ﹤0.01% 726
2020
Q1 		$23.7K Buy
1,420
+1,370
+2,740% +$31.4K ﹤0.01% 672
2019
Q4 		$1.3K Buy
+50
New +$1.36K ﹤0.01% 938

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

TD Private Client Wealth's BEN Position: Q2 2026 in Review

TD Private Client Wealth reduced its Franklin Templeton (BEN) stake by 3% in Q2 2026, selling an estimated $629 and leaving 672 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

TD Private Client Wealth first reported a position in BEN in Q4 2019 and has held it in 27 quarters since. The position peaked at $53.3K in Q2 2021. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • TD Private Client Wealth held 672 shares of Franklin Templeton worth $22.4K as of Q2 2026.
  • TD Private Client Wealth sold 21 Franklin Templeton shares in Q2 2026, an estimated $629.
  • Franklin Templeton made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1023 holding.
  • TD Private Client Wealth first reported a position in Franklin Templeton in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Franklin Templeton position peaked at $53.3K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.