Catherine Avery Investment Management’s Franklin Templeton BEN Stock Holding History

Catherine Avery 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	$120K	Sell	3,614 -230	-6%	-$6.89K	0.05%	59
2026 Q1	$90.8K	Sell	3,844 -584	-13%	-$15K	0.04%	61
2025 Q4	$106K	Sell	4,428 -4,267	-49%	-$98K	0.06%	59
2025 Q3	$201K	Sell	8,695 -113,200	-93%	-$2.8M	0.13%	50
2025 Q2	$2.91M	Buy	121,895 +4,812	+4%	+$99.2K	2.21%	28
2025 Q1	$2.25M	Buy	117,083 +8,014	+7%	+$161K	2.02%	28
2024 Q4	$2.21M	Buy	+109,069	New	+$2.3M	1.95%	33

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

Catherine Avery Investment Management's BEN Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Franklin Templeton (BEN) stake by 6% in Q2 2026, selling an estimated $6.89K and leaving 3,614 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #59.

Catherine Avery Investment Management first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q2 2025. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Catherine Avery Investment Management held 3,614 shares of Franklin Templeton worth $120K as of Q2 2026.
Catherine Avery Investment Management sold 230 Franklin Templeton shares in Q2 2026, an estimated $6.89K.
Franklin Templeton made up 0.05% of Catherine Avery Investment Management's portfolio in Q2 2026, its #59 holding.
Catherine Avery Investment Management first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's Franklin Templeton position peaked at $2.91M in Q2 2025.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.