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Azora Capital LP’s Franklin Templeton BEN Stock Holding History

Azora Capital LP’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 		$230M Buy
6,908,621
+1,808,672
+35% +$54.2M 9.68% 2
2026
Q1 		$120M Sell
5,099,949
-696,626
-12% -$17.9M 7.92% 2
2025
Q4 		$138M Buy
5,796,575
+2,554,105
+79% +$58.6M 8.72% 2
2025
Q3 		$75M Buy
3,242,470
+53,741
+2% +$1.33M 3.47% 9
2025
Q2 		$76.1M Buy
+3,188,729
New +$65.7M 3.44% 9
2021
Q1 		– Sell
-879,955
Closed -$22M – 42
2020
Q4 		$22M Sell
879,955
-355,583
-29% -$7.94M 1.99% 18
2020
Q3 		$25.1M Buy
1,235,538
+1,100,777
+817% +$23.1M 3.16% 10
2020
Q2 		$2.83M Buy
+134,761
New +$2.54M 0.46% 40

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Azora Capital LP's BEN Position: Q2 2026 in Review

Azora Capital LP increased its Franklin Templeton (BEN) stake by 35% in Q2 2026, buying an estimated $54.2M and bringing the position to 6,908,621 shares worth $230M. The position accounts for 9.68% of the portfolio, ranked #2.

Azora Capital LP first reported a position in BEN in Q2 2020 and has held it in 8 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Azora Capital LP held 6,908,621 shares of Franklin Templeton worth $230M as of Q2 2026.
  • Azora Capital LP bought 1,808,672 Franklin Templeton shares in Q2 2026, an estimated $54.2M.
  • Franklin Templeton made up 9.68% of Azora Capital LP's portfolio in Q2 2026, its #2 holding.
  • Azora Capital LP first reported a position in Franklin Templeton in Q2 2020 and has held it in 8 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.