Bank of Montreal
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Bank of Montreal’s Franklin Templeton BEN Stock Holding History

Bank of Montreal’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
-33,000
Closed -$779K – 3850
2026
Q1 		$779K Buy
+33,000
New +$849K ﹤0.01% 2170
2025
Q1 		– Sell
-40,000
Closed -$812K – 3496
2024
Q4 		$812K Hold
40,000
– – ﹤0.01% 1974
2024
Q3 		$832K Buy
+40,000
New +$862K ﹤0.01% 2133
2022
Q4 		– Sell
-188,700
Closed -$4.2M – 3972
2022
Q3 		$4.2M Buy
+188,700
New +$4.85M ﹤0.01% 1436

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 $3.38T AUM 44.17% 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

Bank of Montreal's BEN Position: Q2 2026 in Review

Bank of Montreal increased its Franklin Templeton (BEN) stake by 44% in Q2 2026, buying an estimated $2.79M and bringing the position to 304,802 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Bank of Montreal first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $172M in Q3 2013. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Bank of Montreal held 304,802 shares of Franklin Templeton worth $10.1M as of Q2 2026.
  • Bank of Montreal bought 93,279 Franklin Templeton shares in Q2 2026, an estimated $2.79M.
  • Franklin Templeton made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1153 holding.
  • Bank of Montreal first reported a position in Franklin Templeton in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Franklin Templeton position peaked at $172M in Q3 2013.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.