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True Wealth Design’s Franklin Templeton BEN Stock Holding History

True Wealth Design’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 		$20.9K Buy
629
+35
+6% +$1.05K 0.01% 790
2026
Q1 		$14K Buy
594
+73
+14% +$1.88K ﹤0.01% 850
2025
Q4 		$12.4K Buy
521
+229
+78% +$5.26K ﹤0.01% 781
2025
Q3 		$6.75K Buy
292
+206
+240% +$5.09K ﹤0.01% 974
2025
Q2 		$2.05K Buy
86
+28
+48% +$577 ﹤0.01% 1174
2025
Q1 		$1.12K Sell
58
-2,583
-98% -$51.8K ﹤0.01% 1228
2024
Q4 		$53.6K Buy
2,641
+5
+0.2% +$105 0.02% 150
2024
Q3 		$53.1K Buy
+2,636
New +$56.8K 0.02% 132

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

True Wealth Design's BEN Position: Q2 2026 in Review

True Wealth Design increased its Franklin Templeton (BEN) stake by 5.9% in Q2 2026, buying an estimated $1.05K and bringing the position to 629 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #790.

True Wealth Design first reported a position in BEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $53.6K in Q4 2024. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • True Wealth Design held 629 shares of Franklin Templeton worth $20.9K as of Q2 2026.
  • True Wealth Design bought 35 Franklin Templeton shares in Q2 2026, an estimated $1.05K.
  • Franklin Templeton made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #790 holding.
  • True Wealth Design first reported a position in Franklin Templeton in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Franklin Templeton position peaked at $53.6K in Q4 2024.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.