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Catalyst Funds Management’s Franklin Templeton BEN Stock Holding History

Catalyst Funds 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 		$248K Sell
7,450
-1,208
-14% -$36.2K 0.01% 539
2026
Q1 		$205K Buy
+8,658
New +$223K 0.03% 451
2025
Q3 		– Sell
-24,795
Closed -$591K – 507
2025
Q2 		$591K Buy
+24,795
New +$511K 0.16% 174
2024
Q2 		– Sell
-2,700
Closed -$75.9K – 1200
2024
Q1 		$75.9K Buy
+2,700
New +$74.4K 0.02% 463

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

Catalyst Funds Management's BEN Position: Q2 2026 in Review

Catalyst Funds Management reduced its Franklin Templeton (BEN) stake by 14% in Q2 2026, selling an estimated $36.2K and leaving 7,450 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #539.

Catalyst Funds Management first reported a position in BEN in Q1 2024 and has held it in 4 quarters since. The position peaked at $591K in Q2 2025. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Catalyst Funds Management held 7,450 shares of Franklin Templeton worth $248K as of Q2 2026.
  • Catalyst Funds Management sold 1,208 Franklin Templeton shares in Q2 2026, an estimated $36.2K.
  • Franklin Templeton made up 0.01% of Catalyst Funds Management's portfolio in Q2 2026, its #539 holding.
  • Catalyst Funds Management first reported a position in Franklin Templeton in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Franklin Templeton position peaked at $591K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.