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Caitlin John’s Franklin Templeton BEN Stock Holding History

Caitlin John’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 		$908 Sell
27
-18
-40% -$539 ﹤0.01% 885
2026
Q1 		$1.07K Hold
45
– – ﹤0.01% 790
2025
Q4 		$1.07K Buy
45
+1
+2% +$23 ﹤0.01% 791
2025
Q3 		$1.02K Buy
+44
New +$1.09K ﹤0.01% 762
2025
Q1 		– Sell
-48
Closed -$969 – 188
2024
Q4 		$969 Hold
48
– – ﹤0.01% 734
2024
Q3 		$1.03K Buy
48
+1
+2% +$22 ﹤0.01% 730
2024
Q2 		$1.06K Sell
47
-16
-25% -$385 ﹤0.01% 717
2024
Q1 		$1.78K Sell
63
-4
-6% -$110 ﹤0.01% 692
2023
Q4 		$1.98K Buy
+67
New +$1.67K ﹤0.01% 684

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

Caitlin John's BEN Position: Q2 2026 in Review

Caitlin John reduced its Franklin Templeton (BEN) stake by 40% in Q2 2026, selling an estimated $539 and leaving 27 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Caitlin John first reported a position in BEN in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.98K in Q4 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Caitlin John held 27 shares of Franklin Templeton worth $908 as of Q2 2026.
  • Caitlin John sold 18 Franklin Templeton shares in Q2 2026, an estimated $539.
  • Franklin Templeton made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #885 holding.
  • Caitlin John first reported a position in Franklin Templeton in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Franklin Templeton position peaked at $1.98K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.