Brinker Capital Investments’s Franklin Templeton BEN Stock Holding History

Brinker Capital Investments’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	$285K	Sell	8,556 -514	-6%	-$15.4K	﹤0.01%	1656
2026 Q1	$214K	Buy	+9,070	New	+$233K	﹤0.01%	1827
2022 Q1	–	Sell	-79,134	Closed	-$2.65M	–	1380
2021 Q4	$2.65M	Sell	79,134 -6,821	-8%	-$225K	0.04%	467
2021 Q3	$2.76M	Hold	85,955	–	–	0.04%	440
2021 Q2	$2.76M	Buy	85,955 +6,316	+8%	+$205K	0.04%	496
2021 Q1	$2.37M	Buy	+79,639	New	+$2.18M	0.04%	462
2020 Q4	–	Sell	-71,225	Closed	-$1.46M	–	1030
2020 Q3	$1.46M	Buy	+71,225	New	+$1.5M	0.03%	574

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's BEN Position: Q2 2026 in Review

Brinker Capital Investments reduced its Franklin Templeton (BEN) stake by 5.7% in Q2 2026, selling an estimated $15.4K and leaving 8,556 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Brinker Capital Investments first reported a position in BEN in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2021. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Brinker Capital Investments held 8,556 shares of Franklin Templeton worth $285K as of Q2 2026.
Brinker Capital Investments sold 514 Franklin Templeton shares in Q2 2026, an estimated $15.4K.
Franklin Templeton made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1656 holding.
Brinker Capital Investments first reported a position in Franklin Templeton in Q3 2020 and has held it in 7 quarters since.
Brinker Capital Investments's Franklin Templeton position peaked at $2.76M in Q3 2021.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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