Artemis Investment Management’s Franklin Templeton BEN Stock Holding History

Artemis Investment Management’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	$177M	Buy	5,311,209 +431,323	+9%	+$12.9M	1.57%	10
2026 Q1	$115M	Buy	4,879,886 +4,823,983	+8,629%	+$124M	1.22%	20
2025 Q4	$1.34M	Buy	+55,903	New	+$1.28M	0.02%	180
2021 Q3	–	Sell	-1,306,886	Closed	-$41.9M	–	289
2021 Q2	$41.9M	Sell	1,306,886 -42,913	-3%	-$1.39M	0.36%	88
2021 Q1	$39.9M	Sell	1,349,799 -170,913	-11%	-$4.67M	0.38%	81
2020 Q4	$38.1M	Buy	1,520,712 +647,184	+74%	+$14.4M	0.4%	72
2020 Q3	$17.8M	Buy	+873,528	New	+$18.3M	0.22%	128

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

Artemis Investment Management's BEN Position: Q2 2026 in Review

Artemis Investment Management increased its Franklin Templeton (BEN) stake by 8.8% in Q2 2026, buying an estimated $12.9M and bringing the position to 5,311,209 shares worth $177M. The position accounts for 1.57% of the portfolio, ranked #10.

Artemis Investment Management first reported a position in BEN in Q3 2020 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Artemis Investment Management held 5,311,209 shares of Franklin Templeton worth $177M as of Q2 2026.
Artemis Investment Management bought 431,323 Franklin Templeton shares in Q2 2026, an estimated $12.9M.
Franklin Templeton made up 1.57% of Artemis Investment Management's portfolio in Q2 2026, its #10 holding.
Artemis Investment Management first reported a position in Franklin Templeton in Q3 2020 and has held it in 7 quarters since.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.