XF
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XML Financial’s Franklin Templeton BEN Stock Holding History

XML Financial’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 		$235K Buy
+7,050
New +$211K 0.02% 407
2026
Q1 		– Sell
-9,168
Closed -$219K – 424
2025
Q4 		$219K Buy
+9,168
New +$211K 0.02% 398

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

XML Financial's BEN Position: Q2 2026 in Review

XML Financial opened a new position in Franklin Templeton (BEN) in Q2 2026: 7,050 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #407 among its holdings. This is a return to the name: XML Financial previously reported a position in BEN as recently as Q4 2025.

XML Financial first reported a position in BEN in Q4 2025 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • XML Financial held 7,050 shares of Franklin Templeton worth $235K as of Q2 2026.
  • Franklin Templeton was a new XML Financial position in Q2 2026.
  • Franklin Templeton made up 0.02% of XML Financial's portfolio in Q2 2026, its #407 holding.
  • XML Financial first reported a position in Franklin Templeton in Q4 2025 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.