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Custom Index Systems’s Franklin Templeton BEN Stock Holding History

Custom Index Systems’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 		$1.26M Sell
37,888
-1,963
-5% -$58.8K 0.45% 53
2026
Q1 		$941K Buy
+39,851
New +$1.03M 0.41% 64

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

Custom Index Systems's BEN Position: Q2 2026 in Review

Custom Index Systems reduced its Franklin Templeton (BEN) stake by 4.9% in Q2 2026, selling an estimated $58.8K and leaving 37,888 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #53.

Custom Index Systems first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Custom Index Systems held 37,888 shares of Franklin Templeton worth $1.26M as of Q2 2026.
  • Custom Index Systems sold 1,963 Franklin Templeton shares in Q2 2026, an estimated $58.8K.
  • Franklin Templeton made up 0.45% of Custom Index Systems's portfolio in Q2 2026, its #53 holding.
  • Custom Index Systems first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.