Capital Fund Management (CFM)’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-44,200
| Closed | -$1.04M | – | 2086 |
|
|
2026
Q1 | $1.04M | Sell |
44,200
-20,800
| -32% | -$535K | ﹤0.01% | 1663 |
|
|
2025
Q4 | $1.55M | Sell |
65,000
-24,200
| -27% | -$556K | ﹤0.01% | 1825 |
|
|
2025
Q3 | $2.06M | Buy |
89,200
+47,800
| +115% | +$1.18M | 0.01% | 1776 |
|
|
2025
Q2 | $987K | Buy |
41,400
+5,100
| +14% | +$105K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $699K | Sell |
36,300
-31,700
| -47% | -$635K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $1.38M | Buy |
68,000
+18,800
| +38% | +$396K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $991K | Buy |
+49,200
| New | +$1.06M | ﹤0.01% | 1686 |
|
|
2024
Q1 | – | Sell |
-14,900
| Closed | -$444K | – | 1981 |
|
|
2023
Q4 | $444K | Buy |
14,900
+3,100
| +26% | +$77.1K | ﹤0.01% | 2009 |
|
|
2023
Q3 | $290K | Sell |
11,800
-1,000
| -8% | -$27K | ﹤0.01% | 1874 |
|
|
2023
Q2 | $342K | Buy |
+12,800
| New | +$331K | ﹤0.01% | 1613 |
|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$167K | – | 1053 |
|
|
2020
Q1 | $167K | Sell |
10,000
-100
| -1% | -$2.29K | ﹤0.01% | 1440 |
|
|
2019
Q4 | $262K | Buy |
+10,100
| New | +$274K | ﹤0.01% | 1650 |
|
|
2018
Q2 | – | Sell |
-8,500
| Closed | -$295K | – | 1979 |
|
|
2018
Q1 | $295K | Buy |
+8,500
| New | +$346K | ﹤0.01% | 1640 |
|
|
2016
Q4 | – | Sell |
-11,200
| Closed | -$398K | – | 1642 |
|
|
2016
Q3 | $398K | Buy |
11,200
+3,200
| +40% | +$113K | ﹤0.01% | 1279 |
|
|
2016
Q2 | $267K | Sell |
8,000
-8,600
| -52% | -$312K | ﹤0.01% | 1357 |
|
|
2016
Q1 | $648K | Sell |
16,600
-12,500
| -43% | -$442K | 0.01% | 1032 |
|
|
2015
Q4 | $1.07M | Buy |
29,100
+19,000
| +188% | +$743K | 0.01% | 869 |
|
|
2015
Q3 | $376K | Buy |
+10,100
| New | +$437K | ﹤0.01% | 1145 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$221K | – | 1441 |
|
|
2014
Q4 | $221K | Hold |
4,000
| – | – | ﹤0.01% | 1465 |
|
|
2014
Q3 | $218K | Sell |
4,000
-5,400
| -57% | -$302K | ﹤0.01% | 1429 |
|
|
2014
Q2 | $544K | Sell |
9,400
-20,700
| -69% | -$1.13M | 0.01% | 1187 |
|
|
2014
Q1 | $1.63M | Sell |
30,100
-121,200
| -80% | -$6.52M | 0.02% | 763 |
|
|
2013
Q4 | $8.73M | Buy |
151,300
+18,200
| +14% | +$981K | 0.11% | 226 |
|
|
2013
Q3 | $6.73M | Buy |
+133,100
| New | +$6.42M | 0.09% | 279 |
|
Other funds holding BEN
PCOC
ACL
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.