United Community Bank’s Franklin Templeton BEN Stock Holding History

United Community Bank’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	$1.26M	Buy	37,849 +320	+0.9%	+$9.58K	0.39%	64
2026 Q1	$886K	Buy	37,529 +3,505	+10%	+$90.2K	0.3%	77
2025 Q4	$813K	Sell	34,024 -45	-0.1%	-$1.03K	0.31%	70
2025 Q3	$788K	Buy	34,069 +21,547	+172%	+$533K	0.24%	95
2025 Q2	$299K	Buy	12,522 +172	+1%	+$3.54K	0.1%	151
2025 Q1	$238K	Buy	12,350 +975	+9%	+$19.5K	0.09%	166
2024 Q4	$231K	Buy	11,375 +475	+4%	+$10K	0.09%	155
2024 Q3	$220K	Hold	10,900	–	–	0.09%	170
2024 Q2	$244K	Buy	10,900 +4,654	+75%	+$112K	0.1%	164
2024 Q1	$176K	Buy	6,246 +35	+0.6%	+$964	0.07%	200
2023 Q4	$185K	Buy	6,211 +50	+0.8%	+$1.24K	0.08%	193
2023 Q3	$151K	Buy	+6,161	New	+$167K	0.07%	178

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 $3.37T AUM 44.26% 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

United Community Bank's BEN Position: Q2 2026 in Review

United Community Bank increased its Franklin Templeton (BEN) stake by 0.85% in Q2 2026, buying an estimated $9.58K and bringing the position to 37,849 shares worth $1.26M. The position accounts for 0.39% of the portfolio, ranked #64.

United Community Bank first reported a position in BEN in Q3 2023 and has held it in 12 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

United Community Bank held 37,849 shares of Franklin Templeton worth $1.26M as of Q2 2026.
United Community Bank bought 320 Franklin Templeton shares in Q2 2026, an estimated $9.58K.
Franklin Templeton made up 0.39% of United Community Bank's portfolio in Q2 2026, its #64 holding.
United Community Bank first reported a position in Franklin Templeton in Q3 2023 and has held it in 12 quarters since.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.