Chicago Partners Investment Group’s Franklin Templeton BEN Stock Holding History

Chicago Partners Investment Group’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	$580K	Buy	+17,965	New	+$538K	0.01%	905
2018 Q4	–	Sell	-5,625	Closed	-$167K	–	379
2018 Q3	$167K	Hold	5,625	–	–	0.02%	327
2018 Q2	$180K	Buy	5,625 +45	+0.8%	+$1.51K	0.03%	295
2018 Q1	$194K	Buy	5,580 +560	+11%	+$22.8K	0.03%	257
2017 Q4	$218K	Hold	5,020	–	–	0.04%	246
2017 Q3	$223K	Hold	5,020	–	–	0.04%	244
2017 Q2	$225K	Buy	+5,020	New	+$214K	0.06%	180

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's BEN Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Franklin Templeton (BEN) in Q2 2026: 17,965 shares worth $580K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in BEN as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in BEN in Q2 2017 and has held it in 7 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Chicago Partners Investment Group held 17,965 shares of Franklin Templeton worth $580K as of Q2 2026.
Franklin Templeton was a new Chicago Partners Investment Group position in Q2 2026.
Franklin Templeton made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #905 holding.
Chicago Partners Investment Group first reported a position in Franklin Templeton in Q2 2017 and has held it in 7 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.