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Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by Savvy Advisors, Inc., 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 (Q2 2026)
13,238
Value
$440.4K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of BEN by Savvy Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,238$440.4K<0.1%+1,571+13.5%AddedHolders
Q1 202611,667$275.6K<0.1%−1,989−14.6%ReducedHolders
Q4 202513,656$326.2K<0.1%+2,463+22.0%AddedHolders
Q3 202511,193$258.9K<0.1%−9−0.1%ReducedHolders
Q2 202511,202$267.2K<0.1%−728−6.1%ReducedHolders
Q1 202511,930$229.7K<0.1%+232+2.0%AddedHolders
Q4 202411,698$237.4K<0.1%+69+0.6%AddedHolders
Q3 202411,629$234.3K<0.1%+55+0.5%AddedHolders
Q2 202411,574$258.7K0.1%+1,451+14.3%AddedHolders
Q1 202410,123$284.6K0.2%−1,400−12.1%ReducedHolders
Q4 202311,523$343.3K0.3%–No prior filingHolders