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 Q3	$4.4K	Sell	137 -106	-44%	-$3.56K	﹤0.01%	415
2026 Q2	$8.08K	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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Aspect Partners's BEN Position: Q3 2026 in Review

Aspect Partners reduced its Franklin Templeton (BEN) stake by 44% in Q3 2026, selling an estimated $3.56K and leaving 137 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Aspect Partners first reported a position in BEN in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.1K in Q4 2023. 152 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Aspect Partners held 137 shares of Franklin Templeton worth $4.4K as of Q3 2026.
Aspect Partners sold 106 Franklin Templeton shares in Q3 2026, an estimated $3.56K.
Franklin Templeton made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #415 holding.
Aspect Partners first reported a position in Franklin Templeton in Q4 2023 and has held it in 8 quarters since.
Aspect Partners's Franklin Templeton position peaked at $14.1K in Q4 2023.
152 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.