Wealthfront Advisers
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Wealthfront Advisers’s Franklin Templeton BEN Stock Holding History

Wealthfront Advisers’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 		$454K Buy
13,660
+2,632
+24% +$78.8K ﹤0.01% 897
2026
Q1 		$260K Buy
+11,028
New +$284K ﹤0.01% 974
2025
Q1 		– Sell
-139,177
Closed -$2.82M – 935
2024
Q4 		$2.82M Sell
139,177
-32,342
-19% -$681K 0.01% 449
2024
Q3 		$3.46M Buy
171,519
+42,586
+33% +$918K 0.01% 388
2024
Q2 		$2.88M Sell
128,933
-44,323
-26% -$1.07M 0.01% 394
2024
Q1 		$4.87M Sell
173,256
-13,145
-7% -$362K 0.02% 273
2023
Q4 		$5.55M Buy
186,401
+13,395
+8% +$333K 0.02% 220
2023
Q3 		$4.25M Buy
173,006
+53,838
+45% +$1.46M 0.02% 244
2023
Q2 		$3.18M Buy
119,168
+22,482
+23% +$581K 0.01% 310
2023
Q1 		$2.6M Buy
96,686
+8,096
+9% +$236K 0.01% 355
2022
Q4 		$2.34M Buy
88,590
+8,094
+10% +$201K 0.01% 370
2022
Q3 		$1.73M Buy
80,496
+4,192
+5% +$108K 0.01% 394
2022
Q2 		$1.78M Buy
76,304
+11,664
+18% +$298K 0.01% 403
2022
Q1 		$1.8M Buy
64,640
+29,763
+85% +$909K 0.01% 421
2021
Q4 		$1.17M Sell
34,877
-932
-3% -$30.7K ﹤0.01% 481
2021
Q3 		$1.06M Sell
35,809
-5,948
-14% -$186K ﹤0.01% 461
2021
Q2 		$1.34M Buy
41,757
+1,787
+4% +$57.9K 0.01% 386
2021
Q1 		$1.18M Buy
39,970
+6,980
+21% +$191K 0.01% 356
2020
Q4 		$824K Buy
32,990
+3,308
+11% +$73.9K 0.01% 383
2020
Q3 		$604K Buy
+29,682
New +$623K ﹤0.01% 394
2019
Q4 		– Sell
-31,717
Closed -$915K – 494
2019
Q3 		$915K Sell
31,717
-21,729
-41% -$664K 0.01% 307
2019
Q2 		$1.86M Sell
53,446
-2,482
-4% -$84.4K 0.02% 169
2019
Q1 		$1.85M Buy
55,928
+2,757
+5% +$87.1K 0.02% 160
2018
Q4 		$1.58M Buy
+53,171
New +$1.63M 0.02% 162

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

Wealthfront Advisers's BEN Position: Q2 2026 in Review

Wealthfront Advisers increased its Franklin Templeton (BEN) stake by 24% in Q2 2026, buying an estimated $78.8K and bringing the position to 13,660 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Wealthfront Advisers first reported a position in BEN in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.55M in Q4 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Wealthfront Advisers held 13,660 shares of Franklin Templeton worth $454K as of Q2 2026.
  • Wealthfront Advisers bought 2,632 Franklin Templeton shares in Q2 2026, an estimated $78.8K.
  • Franklin Templeton made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #897 holding.
  • Wealthfront Advisers first reported a position in Franklin Templeton in Q4 2018 and has held it in 24 quarters since.
  • Wealthfront Advisers's Franklin Templeton position peaked at $5.55M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.