Ancora Advisors’s Franklin Templeton BEN Stock Holding History

Ancora Advisors’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	–	Sell	-948	Closed	-$22.4K	–	2031
2026 Q1	$22.4K	Buy	948 +18	+2%	+$463	﹤0.01%	1495
2025 Q4	$22.2K	Buy	+930	New	+$21.4K	﹤0.01%	1503
2025 Q1	–	Sell	-125	Closed	-$2.54K	–	1784
2024 Q4	$2.54K	Hold	125	–	–	﹤0.01%	1537
2024 Q3	$2.52K	Hold	125	–	–	﹤0.01%	1526
2024 Q2	$2.79K	Hold	125	–	–	﹤0.01%	1522
2024 Q1	$3.51K	Hold	125	–	–	﹤0.01%	1491
2023 Q4	$3.72K	Hold	125	–	–	﹤0.01%	1430
2023 Q3	$3.07K	Hold	125	–	–	﹤0.01%	1449
2023 Q2	$3.34K	Hold	125	–	–	﹤0.01%	1434
2023 Q1	$3.37K	Hold	125	–	–	﹤0.01%	1461
2022 Q4	$3K	Hold	125	–	–	﹤0.01%	1532
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	1721
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	1847
2022 Q1	$3K	Hold	125	–	–	﹤0.01%	2062
2021 Q4	$4K	Buy	+125	New	+$4.11K	﹤0.01%	2085
2018 Q4	–	Sell	-300	Closed	-$9K	–	664
2018 Q3	$9K	Buy	+300	New	+$9.67K	﹤0.01%	1200
2017 Q1	–	Sell	-300	Closed	-$12K	–	653
2016 Q4	$12K	Buy	+300	New	+$11.2K	﹤0.01%	1015

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

Ancora Advisors's BEN Position: Q2 2026 in Review

Ancora Advisors sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 948 shares — an estimated $22.4K sold.

Ancora Advisors first reported a position in BEN in Q4 2016 and held it in 17 quarters. The position peaked at $22.4K in Q1 2026. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Ancora Advisors reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 948 Franklin Templeton shares in Q2 2026, an estimated $22.4K.
Ancora Advisors first reported a position in Franklin Templeton in Q4 2016 and held it in 17 quarters.
Ancora Advisors's Franklin Templeton position peaked at $22.4K in Q1 2026.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.