Cambria Investment Management’s Franklin Templeton BEN Stock Holding History

Cambria Investment Management’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	$9.45M	Sell	283,890 -93,720	-25%	-$2.81M	0.47%	88
2026 Q1	$8.92M	Buy	377,610 +15,503	+4%	+$399K	0.5%	116
2025 Q4	$8.65M	Buy	+362,107	New	+$8.31M	0.5%	65
2020 Q4	–	Sell	-24,297	Closed	-$494K	–	187
2020 Q3	$494K	Buy	24,297 +623	+3%	+$13.1K	0.18%	123
2020 Q2	$496K	Sell	23,674 -4,984	-17%	-$94K	0.18%	114
2020 Q1	$478K	Sell	28,658 -6,853	-19%	-$157K	0.18%	115
2019 Q4	$923K	Buy	35,511 +1,869	+6%	+$50.8K	0.24%	141
2019 Q3	$971K	Sell	33,642 -967	-3%	-$29.6K	0.15%	167
2019 Q2	$1.2M	Buy	34,609 +3,608	+12%	+$123K	0.19%	126
2019 Q1	$1.03M	Sell	31,001 -1,524	-5%	-$48.1K	0.16%	147
2018 Q4	$965K	Buy	+32,525	New	+$1M	0.16%	146
2017 Q3	–	Sell	-20,016	Closed	-$897K	–	213
2017 Q2	$897K	Buy	+20,016	New	+$855K	0.19%	156

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 $3.37T AUM 44.26% 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

Cambria Investment Management's BEN Position: Q2 2026 in Review

Cambria Investment Management reduced its Franklin Templeton (BEN) stake by 25% in Q2 2026, selling an estimated $2.81M and leaving 283,890 shares worth $9.45M. The position accounts for 0.47% of the portfolio, ranked #88.

Cambria Investment Management first reported a position in BEN in Q2 2017 and has held it in 12 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Cambria Investment Management held 283,890 shares of Franklin Templeton worth $9.45M as of Q2 2026.
Cambria Investment Management sold 93,720 Franklin Templeton shares in Q2 2026, an estimated $2.81M.
Franklin Templeton made up 0.47% of Cambria Investment Management's portfolio in Q2 2026, its #88 holding.
Cambria Investment Management first reported a position in Franklin Templeton in Q2 2017 and has held it in 12 quarters since.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.