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Transamerica Financial Advisors’s Franklin Templeton BEN Stock Holding History

Transamerica Financial 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 		$1.78K Buy
53
+45
+563% +$1.35K ﹤0.01% 1338
2026
Q1 		$191 Sell
8
-75
-90% -$1.93K ﹤0.01% 1639
2025
Q4 		$2.02K Buy
83
+27
+48% +$620 ﹤0.01% 1126
2025
Q3 		$1.31K Buy
+56
New +$1.38K ﹤0.01% 1129
2016
Q1 		– Sell
-19
Closed -$1K – 753
2015
Q4 		$1K Buy
+19
New +$743 ﹤0.01% 722

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's BEN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Franklin Templeton (BEN) stake by 563% in Q2 2026, buying an estimated $1.35K and bringing the position to 53 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Transamerica Financial Advisors first reported a position in BEN in Q4 2015 and has held it in 5 quarters since. The position peaked at $2.02K in Q4 2025. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Transamerica Financial Advisors held 53 shares of Franklin Templeton worth $1.78K as of Q2 2026.
  • Transamerica Financial Advisors bought 45 Franklin Templeton shares in Q2 2026, an estimated $1.35K.
  • Franklin Templeton made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1338 holding.
  • Transamerica Financial Advisors first reported a position in Franklin Templeton in Q4 2015 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Franklin Templeton position peaked at $2.02K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.