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Aspect Partners’s Franklin Templeton BEN Stock Holding History

Aspect 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 		$8.09K Buy
+243
New +$7.28K ﹤0.01% 325
2025
Q2 		– Sell
-630
Closed -$12.1K – 616
2025
Q1 		$12.1K Hold
630
– – 0.01% 242
2024
Q4 		$12.8K Hold
630
– – 0.01% 254
2024
Q3 		$12.7K Buy
630
+157
+33% +$3.38K 0.01% 245
2024
Q2 		$10.6K Hold
473
– – 0.01% 260
2024
Q1 		$13.3K Hold
473
– – 0.01% 237
2023
Q4 		$14.1K Buy
+473
New +$11.8K 0.01% 210

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

Aspect Partners's BEN Position: Q2 2026 in Review

Aspect Partners opened a new position in Franklin Templeton (BEN) in Q2 2026: 243 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Aspect Partners previously reported a position in BEN as recently as Q1 2025.

Aspect Partners first reported a position in BEN in Q4 2023 and has held it in 7 quarters since. The position peaked at $14.1K in Q4 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Aspect Partners held 243 shares of Franklin Templeton worth $8.09K as of Q2 2026.
  • Franklin Templeton was a new Aspect Partners position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #325 holding.
  • Aspect Partners first reported a position in Franklin Templeton in Q4 2023 and has held it in 7 quarters since.
  • Aspect Partners's Franklin Templeton position peaked at $14.1K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.