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Ameritas Investment Partners’s Franklin Templeton BEN Stock Holding History

Ameritas Investment Partners’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 		$87.5K Sell
2,630
-162
-6% -$4.85K ﹤0.01% 1925
2026
Q1 		$65.9K Hold
2,792
– – ﹤0.01% 1928
2025
Q4 		$66.7K Hold
2,792
– – ﹤0.01% 1937
2025
Q3 		$64.6K Sell
2,792
-341
-11% -$8.43K ﹤0.01% 1950
2025
Q2 		$74.7K Sell
3,133
-9,326
-75% -$192K ﹤0.01% 1930
2025
Q1 		$240K Sell
12,459
-20,328
-62% -$407K 0.01% 1160
2024
Q4 		$665K Sell
32,787
-2,277
-6% -$48K 0.02% 730
2024
Q3 		$707K Sell
35,064
-14,455
-29% -$311K 0.02% 726
2024
Q2 		$1.11M Buy
49,519
+2,282
+5% +$55K 0.04% 581
2024
Q1 		$1.33M Buy
47,237
+92
+0.2% +$2.53K 0.05% 520
2023
Q4 		$1.4M Sell
47,145
-12,738
-21% -$317K 0.05% 471
2023
Q3 		$1.47M Buy
59,883
+6,058
+11% +$164K 0.06% 391
2023
Q2 		$1.44M Buy
53,825
+9,394
+21% +$243K 0.05% 433
2023
Q1 		$1.2M Buy
44,431
+3,100
+8% +$90.6K 0.05% 508
2022
Q4 		$1.11M Buy
41,331
+2,729
+7% +$67.8K 0.04% 541
2022
Q3 		$830K Buy
38,602
+12,898
+50% +$331K 0.04% 584
2022
Q2 		$598K Buy
25,704
+3,617
+16% +$92.5K 0.03% 715
2022
Q1 		$615K Buy
22,087
+3,610
+20% +$110K 0.02% 750
2021
Q4 		$618K Hold
18,477
– – 0.02% 759
2021
Q3 		$548K Buy
18,477
+3,500
+23% +$109K 0.02% 769
2021
Q2 		$479K Sell
14,977
-7,100
-32% -$230K 0.02% 806
2021
Q1 		$569K Sell
22,077
-691
-3% -$18.9K 0.02% 749
2020
Q4 		$569K Buy
22,768
+6,400
+39% +$143K 0.03% 733
2020
Q3 		$333K Hold
16,368
– – 0.02% 835
2020
Q2 		$343K Buy
16,368
+11,240
+219% +$212K 0.02% 809
2020
Q1 		$86K Hold
5,128
– – ﹤0.01% 1357
2019
Q4 		$133K Hold
5,128
– – 0.01% 1339
2019
Q3 		$148K Sell
5,128
-450
-8% -$13.8K 0.01% 1227
2019
Q2 		$193K Sell
5,578
-486
-8% -$16.5K 0.01% 1083
2019
Q1 		$200K Hold
6,064
– – 0.01% 1050
2018
Q4 		$180K Hold
6,064
– – 0.01% 1021
2018
Q3 		$184K Sell
6,064
-11,882
-66% -$383K 0.01% 1135
2018
Q2 		$575K Sell
17,946
-562
-3% -$18.8K 0.03% 704
2018
Q1 		$640K Buy
18,508
+3,196
+21% +$130K 0.03% 683
2017
Q4 		$645K Sell
15,312
-671
-4% -$29.1K 0.03% 682
2017
Q3 		$700K Hold
15,983
– – 0.03% 658
2017
Q2 		$715K Hold
15,983
– – 0.03% 655
2017
Q1 		$672K Sell
15,983
-1,769
-10% -$73.4K 0.03% 677
2016
Q4 		$702K Hold
17,752
– – 0.04% 658
2016
Q3 		$631K Buy
17,752
+10,205
+135% +$361K 0.03% 669
2016
Q2 		$252K Hold
7,547
– – 0.02% 868
2016
Q1 		$294K Hold
7,547
– – 0.02% 813
2015
Q4 		$277K Sell
7,547
-314
-4% -$12.3K 0.02% 822
2015
Q3 		$292K Hold
7,861
– – 0.02% 780
2015
Q2 		$385K Hold
7,861
– – 0.03% 716
2015
Q1 		$403K Hold
7,861
– – 0.03% 699
2014
Q4 		$434K Buy
7,861
+450
+6% +$24.9K 0.03% 651
2014
Q3 		$405K Sell
7,411
-442
-6% -$24.8K 0.03% 664
2014
Q2 		$454K Sell
7,853
-230
-3% -$12.6K 0.03% 641
2014
Q1 		$438K Sell
8,083
-392
-5% -$21.1K 0.03% 626
2013
Q4 		$489K Sell
8,475
-129
-1% -$6.95K 0.04% 587
2013
Q3 		$435K Buy
+8,604
New +$415K 0.04% 562

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

Ameritas Investment Partners's BEN Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Franklin Templeton (BEN) stake by 5.8% in Q2 2026, selling an estimated $4.85K and leaving 2,630 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Ameritas Investment Partners first reported a position in BEN in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.47M in Q3 2023. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Ameritas Investment Partners held 2,630 shares of Franklin Templeton worth $87.5K as of Q2 2026.
  • Ameritas Investment Partners sold 162 Franklin Templeton shares in Q2 2026, an estimated $4.85K.
  • Franklin Templeton made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1925 holding.
  • Ameritas Investment Partners first reported a position in Franklin Templeton in Q3 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's Franklin Templeton position peaked at $1.47M in Q3 2023.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.