Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Franklin Templeton BEN Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-11,772
Closed -$270K – 2363
2025
Q3 		$272K Buy
+11,772
New +$291K ﹤0.01% 2391
2025
Q1 		– Sell
-184,414
Closed -$3.7M – 1988
2024
Q4 		$3.74M Buy
+184,414
New +$3.88M 0.01% 1220
2024
Q3 		– Sell
-371,532
Closed -$8M – 1977
2024
Q2 		$8.3M Buy
371,532
+331,769
+834% +$7.99M 0.02% 755
2024
Q1 		$1.12M Buy
+39,763
New +$1.1M ﹤0.01% 1671
2019
Q4 		– Sell
-66,598
Closed -$1.81M – 1817
2019
Q3 		$1.92M Buy
+66,598
New +$2.04M 0.02% 807
2015
Q4 		– Sell
-97,766
Closed -$3.82M – 1535
2015
Q3 		$3.64M Buy
+97,766
New +$4.23M 0.04% 465
2015
Q2 		– Sell
-18,712
Closed -$960K – 1461
2015
Q1 		$960K Buy
18,712
+12,967
+226% +$688K 0.01% 799
2014
Q4 		$318K Buy
+5,745
New +$317K ﹤0.01% 1313
2013
Q4 		– Sell
-472,315
Closed -$25.5M – 1648
2013
Q3 		$23.9M Buy
472,315
+181,432
+62% +$8.76M 0.33% 54
2013
Q2 		$13.2M Buy
+290,883
New +$14.8M 0.2% 102

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

Capital Fund Management (CFM)'s BEN Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 11,772 shares — an estimated $270K sold.

Capital Fund Management (CFM) first reported a position in BEN in Q2 2013 and held it in 10 quarters. The position peaked at $23.9M in Q3 2013. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,772 Franklin Templeton shares in Q4 2025, an estimated $270K.
  • Capital Fund Management (CFM) first reported a position in Franklin Templeton in Q2 2013 and held it in 10 quarters.
  • Capital Fund Management (CFM)'s Franklin Templeton position peaked at $23.9M in Q3 2013.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.