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WBI Investments’s Franklin Templeton BEN Stock Holding History

WBI Investments’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 		$1.81M Buy
+54,383
New +$1.63M 0.45% 56
2026
Q1 		– Sell
-25,048
Closed -$598K – 299
2025
Q4 		$598K Buy
+25,048
New +$575K 0.16% 179
2025
Q2 		– Sell
-85,411
Closed -$1.64M – 276
2025
Q1 		$1.64M Sell
85,411
-17,758
-17% -$356K 0.43% 67
2024
Q4 		$2.09M Buy
103,169
+30,520
+42% +$643K 0.52% 56
2024
Q3 		$1.46M Buy
+72,649
New +$1.57M 0.35% 81
2024
Q2 		– Sell
-63,598
Closed -$1.79M – 171
2024
Q1 		$1.79M Buy
63,598
+2,141
+3% +$59K 0.37% 70
2023
Q4 		$1.83M Buy
+61,457
New +$1.53M 0.37% 70
2023
Q2 		– Sell
-26,677
Closed -$719K – 189
2023
Q1 		$719K Sell
26,677
-29,160
-52% -$852K 0.14% 140
2022
Q4 		$1.47M Buy
55,837
+17,326
+45% +$430K 0.32% 78
2022
Q3 		$828K Sell
38,511
-25,215
-40% -$648K 0.24% 63
2022
Q2 		$1.49M Buy
63,726
+2,299
+4% +$58.8K 0.32% 57
2022
Q1 		$1.71M Sell
61,427
-19,705
-24% -$602K 0.28% 90
2021
Q4 		$2.6M Buy
+81,132
New +$2.67M 0.42% 65
2021
Q3 		– Sell
-69,939
Closed -$2.24M – 187
2021
Q2 		$2.24M Buy
+69,939
New +$2.27M 0.34% 68
2017
Q3 		– Sell
-115,414
Closed -$5.17M – 289
2017
Q2 		$5.17M Buy
+115,414
New +$4.93M 0.22% 84
2017
Q1 		– Sell
-61,783
Closed -$2.44M – 288
2016
Q4 		$2.44M Sell
61,783
-20,143
-25% -$754K 0.11% 136
2016
Q3 		$2.91M Buy
+81,926
New +$2.9M 0.11% 123
2014
Q4 		– Sell
-85,230
Closed -$4.65M – 190
2014
Q3 		$4.65M Buy
+85,230
New +$4.77M 0.14% 97

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

WBI Investments's BEN Position: Q2 2026 in Review

WBI Investments opened a new position in Franklin Templeton (BEN) in Q2 2026: 54,383 shares worth $1.81M. The stake represents 0.45% of the portfolio and ranks #56 among its holdings. This is a return to the name: WBI Investments previously reported a position in BEN as recently as Q4 2025.

WBI Investments first reported a position in BEN in Q3 2014 and has held it in 18 quarters since. The position peaked at $5.17M in Q2 2017. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • WBI Investments held 54,383 shares of Franklin Templeton worth $1.81M as of Q2 2026.
  • Franklin Templeton was a new WBI Investments position in Q2 2026.
  • Franklin Templeton made up 0.45% of WBI Investments's portfolio in Q2 2026, its #56 holding.
  • WBI Investments first reported a position in Franklin Templeton in Q3 2014 and has held it in 18 quarters since.
  • WBI Investments's Franklin Templeton position peaked at $5.17M in Q2 2017.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.