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Twin Peaks Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Twin Peaks Wealth 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 		– Sell
-598
Closed -$14.1K – 444
2026
Q1 		$14.1K Buy
+598
New +$15.4K ﹤0.01% 879
2025
Q3 		– Sell
-632
Closed -$16.2K – 382
2025
Q2 		$16.2K Buy
+632
New +$13K 0.01% 682

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

Twin Peaks Wealth Advisors's BEN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 598 shares — an estimated $14.1K sold.

Twin Peaks Wealth Advisors first reported a position in BEN in Q2 2025 and held it in 2 quarters. The position peaked at $16.2K in Q2 2025. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 598 Franklin Templeton shares in Q2 2026, an estimated $14.1K.
  • Twin Peaks Wealth Advisors first reported a position in Franklin Templeton in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Franklin Templeton position peaked at $16.2K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.