Williams Jones Wealth Management’s Franklin Templeton BEN Stock Holding History

Williams Jones Wealth Management’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	$605K	Buy	18,188 +163	+0.9%	+$4.88K	0.01%	348
2026 Q1	$426K	Hold	18,025	–	–	0.01%	377
2025 Q4	$431K	Hold	18,025	–	–	﹤0.01%	370
2025 Q3	$417K	Hold	18,025	–	–	﹤0.01%	373
2025 Q2	$430K	Hold	18,025	–	–	0.01%	371
2025 Q1	$347K	Hold	18,025	–	–	﹤0.01%	383
2024 Q4	$366K	Hold	18,025	–	–	﹤0.01%	391
2024 Q3	$363K	Hold	18,025	–	–	﹤0.01%	404
2024 Q2	$403K	Hold	18,025	–	–	0.01%	369
2024 Q1	$507K	Hold	18,025	–	–	0.01%	352
2023 Q4	$537K	Hold	18,025	–	–	0.01%	338
2023 Q3	$443K	Hold	18,025	–	–	0.01%	355
2023 Q2	$481K	Hold	18,025	–	–	0.01%	350
2023 Q1	$486K	Hold	18,025	–	–	0.01%	374
2022 Q4	$476K	Hold	18,025	–	–	0.01%	366
2022 Q3	$388K	Sell	18,025 -1,048	-5%	-$26.9K	0.01%	402
2022 Q2	$445K	Buy	+19,073	New	+$488K	0.01%	378

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

Williams Jones Wealth Management's BEN Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Franklin Templeton (BEN) stake by 0.9% in Q2 2026, buying an estimated $4.88K and bringing the position to 18,188 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #348.

Williams Jones Wealth Management first reported a position in BEN in Q2 2022 and has held it in 17 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Williams Jones Wealth Management held 18,188 shares of Franklin Templeton worth $605K as of Q2 2026.
Williams Jones Wealth Management bought 163 Franklin Templeton shares in Q2 2026, an estimated $4.88K.
Franklin Templeton made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #348 holding.
Williams Jones Wealth Management first reported a position in Franklin Templeton in Q2 2022 and has held it in 17 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.