TFC Financial Management’s Franklin Templeton BEN Stock Holding History

TFC Financial 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	$1.03K	Hold	31	–	–	﹤0.01%	647
2026 Q1	$733	Sell	31 -5	-14%	-$129	﹤0.01%	651
2025 Q4	$861	Hold	36	–	–	﹤0.01%	620
2025 Q3	$833	Hold	36	–	–	﹤0.01%	645
2025 Q2	$859	Sell	36 -80	-69%	-$1.65K	﹤0.01%	593
2025 Q1	$2.23K	Buy	116 +85	+274%	+$1.7K	﹤0.01%	479
2024 Q4	$629	Hold	31	–	–	﹤0.01%	626
2024 Q3	$625	Sell	31 -52	-63%	-$1.12K	﹤0.01%	632
2024 Q2	$1.86K	Buy	83 +15	+22%	+$361	﹤0.01%	491
2024 Q1	$1.91K	Buy	68 +37	+119%	+$1.02K	﹤0.01%	477
2023 Q4	$924	Sell	31 -16	-34%	-$398	﹤0.01%	520
2023 Q3	$1.16K	Hold	47	–	–	﹤0.01%	516
2023 Q2	$1.26K	Buy	47 +16	+52%	+$413	﹤0.01%	490
2023 Q1	$836	Hold	31	–	–	﹤0.01%	527
2022 Q4	$818	Hold	31	–	–	﹤0.01%	478
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	443
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	440
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	458
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	508
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	495
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	492
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	482
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	468
2020 Q3	$1K	Buy	+31	New	+$651	﹤0.01%	436

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 $3.38T AUM 44.17% 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

TFC Financial Management's BEN Position: Q2 2026 in Review

TFC Financial Management held its Franklin Templeton (BEN) position steady in Q2 2026 at 31 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

TFC Financial Management first reported a position in BEN in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.23K in Q1 2025. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

TFC Financial Management held 31 shares of Franklin Templeton worth $1.03K as of Q2 2026.
TFC Financial Management left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #647 holding.
TFC Financial Management first reported a position in Franklin Templeton in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Franklin Templeton position peaked at $2.23K in Q1 2025.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.