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West Financial Advisors’s Franklin Templeton BEN Stock Holding History

West Financial 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 		$1.02K Buy
31
+1
+3% +$30 ﹤0.01% 193
2026
Q1 		$718 Sell
30
-25
-45% -$643 ﹤0.01% 178
2025
Q4 		$1.31K Buy
55
+1
+2% +$23 ﹤0.01% 211
2025
Q3 		$1.25K Buy
54
+1
+2% +$25 ﹤0.01% 173
2025
Q2 		$1.27K Buy
53
+1
+2% +$21 ﹤0.01% 187
2025
Q1 		$1.01K Buy
52
+1
+2% +$20 ﹤0.01% 188
2024
Q4 		$1.04K Hold
51
– – ﹤0.01% 185
2024
Q3 		$1.02K Buy
51
+1
+2% +$22 ﹤0.01% 174
2024
Q2 		$1.12K Buy
+50
New +$1.2K ﹤0.01% 145

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

West Financial Advisors's BEN Position: Q2 2026 in Review

West Financial Advisors increased its Franklin Templeton (BEN) stake by 3.3% in Q2 2026, buying an estimated $30 and bringing the position to 31 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

West Financial Advisors first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31K in Q4 2025. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • West Financial Advisors held 31 shares of Franklin Templeton worth $1.02K as of Q2 2026.
  • West Financial Advisors bought 1 Franklin Templeton share in Q2 2026, an estimated $30.
  • Franklin Templeton made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • West Financial Advisors first reported a position in Franklin Templeton in Q2 2024 and has held it in 9 quarters since.
  • West Financial Advisors's Franklin Templeton position peaked at $1.31K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.