Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Franklin Templeton BEN Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.6M Buy
446,300
+405,706
+999% +$12.1M 0.02% 536
2026
Q1 		$950K Sell
40,594
-3,920
-9% -$101K ﹤0.01% 1839
2025
Q4 		$1.12M Buy
44,514
+5,082
+13% +$117K ﹤0.01% 1882
2025
Q3 		$923K Buy
39,432
+11,963
+44% +$296K ﹤0.01% 1921
2025
Q2 		$683K Sell
27,469
-3,283
-11% -$67.7K ﹤0.01% 1981
2025
Q1 		$592K Sell
30,752
-18,202
-37% -$365K ﹤0.01% 1933
2024
Q4 		$993K Buy
48,954
+15,758
+47% +$332K ﹤0.01% 1551
2024
Q3 		$669K Sell
33,196
-5,020
-13% -$108K ﹤0.01% 1629
2024
Q2 		$854K Buy
38,216
+8,406
+28% +$202K ﹤0.01% 1354
2024
Q1 		$838K Sell
29,810
-4,553
-13% -$125K ﹤0.01% 1321
2023
Q4 		$1.02M Buy
34,363
+8,869
+35% +$221K ﹤0.01% 1168
2023
Q3 		$627K Buy
+25,494
New +$690K ﹤0.01% 1302

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

Wealth Enhancement Advisory Services's BEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Templeton (BEN) stake by 999% in Q2 2026, buying an estimated $12.1M and bringing the position to 446,300 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #536.

Wealth Enhancement Advisory Services 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.

  • Wealth Enhancement Advisory Services held 446,300 shares of Franklin Templeton worth $14.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 405,706 Franklin Templeton shares in Q2 2026, an estimated $12.1M.
  • Franklin Templeton made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #536 holding.
  • Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.