Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of BEN by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−603−100.0%Sold outHolders
Q4 2025603$14.4K<0.1%+603NewHolders
Q3 20240$00.0%−12,870−100.0%Sold outHolders
Q2 202412,870$287.6K<0.1%+12,870NewHolders
Q1 20240$00.0%−17,438−100.0%Sold outHolders
Q4 202317,438$473.1K<0.1%+3,205+22.5%AddedHolders
Q3 202314,233$349.8K<0.1%−855−5.7%ReducedHolders
Q2 202315,088$403.0K<0.1%+1,119+8.0%AddedHolders
Q1 202313,969$376.3K<0.1%+13,969NewHolders