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Contravisory Investment Management’s Franklin Templeton BEN Stock Holding History

Contravisory 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 		$989K Sell
29,734
-146
-0.5% -$4.37K 0.17% 107
2026
Q1 		$706K Buy
29,880
+779
+3% +$20K 0.14% 118
2025
Q4 		$695K Sell
29,101
-928
-3% -$21.3K 0.14% 115
2025
Q3 		$695K Buy
30,029
+27,629
+1,151% +$683K 0.13% 115
2025
Q2 		$57.2K Hold
2,400
– – 0.01% 275
2025
Q1 		$46.2K Buy
+2,400
New +$48.1K 0.01% 279
2022
Q2 		– Sell
-12,271
Closed -$343K – 332
2022
Q1 		$343K Sell
12,271
-145
-1% -$4.43K 0.1% 142
2021
Q4 		$416K Buy
12,416
+145
+1% +$4.77K 0.11% 136
2021
Q3 		$365K Hold
12,271
– – 0.11% 134
2021
Q2 		$393K Buy
+12,271
New +$398K 0.12% 115
2019
Q3 		– Sell
-9,508
Closed -$331K – 279
2019
Q2 		$331K Buy
+9,508
New +$323K 0.13% 107
2018
Q2 		– Sell
-418
Closed -$14K – 329
2018
Q1 		$14K Sell
418
-90,589
-100% -$3.68M 0.01% 253
2017
Q4 		$3.94M Sell
91,007
-10,597
-10% -$459K 1.43% 38
2017
Q3 		$4.52M Sell
101,604
-4,419
-4% -$194K 1.61% 33
2017
Q2 		$4.75M Buy
+106,023
New +$4.53M 1.71% 37

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

Contravisory Investment Management's BEN Position: Q2 2026 in Review

Contravisory Investment Management reduced its Franklin Templeton (BEN) stake by 0.49% in Q2 2026, selling an estimated $4.37K and leaving 29,734 shares worth $989K. The position accounts for 0.17% of the portfolio, ranked #107.

Contravisory Investment Management first reported a position in BEN in Q2 2017 and has held it in 15 quarters since. The position peaked at $4.75M in Q2 2017. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Contravisory Investment Management held 29,734 shares of Franklin Templeton worth $989K as of Q2 2026.
  • Contravisory Investment Management sold 146 Franklin Templeton shares in Q2 2026, an estimated $4.37K.
  • Franklin Templeton made up 0.17% of Contravisory Investment Management's portfolio in Q2 2026, its #107 holding.
  • Contravisory Investment Management first reported a position in Franklin Templeton in Q2 2017 and has held it in 15 quarters since.
  • Contravisory Investment Management's Franklin Templeton position peaked at $4.75M in Q2 2017.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.