Truvestments Capital’s Franklin Templeton BEN Stock Holding History

Truvestments Capital’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	–	Sell	-38	Closed	-$898	–	1160
2026 Q1	$898	Buy	+38	New	+$978	﹤0.01%	1063

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

Truvestments Capital's BEN Position: Q2 2026 in Review

Truvestments Capital sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 38 shares — an estimated $898 sold.

Truvestments Capital first reported a position in BEN in Q1 2026 and held it in 1 quarter. The position peaked at $898 in Q1 2026. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Truvestments Capital reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 38 Franklin Templeton shares in Q2 2026, an estimated $898.
Truvestments Capital first reported a position in Franklin Templeton in Q1 2026 and held it in 1 quarter.
Truvestments Capital's Franklin Templeton position peaked at $898 in Q1 2026.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.