David Shaw’s Franklin Templeton BEN Stock Holding History

David Shaw’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 Q1	–	Sell	-56,600	Closed	-$1.35M	–	4549
2025 Q4	$1.35M	Buy	+56,600	New	+$1.3M	﹤0.01%	3342
2024 Q4	–	Sell	-60,000	Closed	-$1.21M	–	4423
2024 Q3	$1.21M	Hold	60,000	–	–	﹤0.01%	3126
2024 Q2	$1.34M	Buy	+60,000	New	+$1.44M	﹤0.01%	2980
2022 Q1	–	Sell	-32,900	Closed	-$1.1M	–	5532
2021 Q4	$1.1M	Hold	32,900	–	–	﹤0.01%	3848
2021 Q3	$978K	Hold	32,900	–	–	﹤0.01%	3619
2021 Q2	$1.05M	Buy	+32,900	New	+$1.07M	﹤0.01%	3490
2020 Q2	–	Sell	-55,900	Closed	-$933K	–	3982
2020 Q1	$933K	Buy	55,900 +40,000	+252%	+$918K	﹤0.01%	2785
2019 Q4	$413K	Buy	+15,900	New	+$432K	﹤0.01%	3492
2014 Q1	–	Sell	-231,600	Closed	-$13.4M	–	4277
2013 Q4	$13.4M	Sell	231,600 -70,800	-23%	-$3.82M	0.02%	926
2013 Q3	$15.3M	Hold	302,400	–	–	0.02%	724
2013 Q2	$13.7M	Buy	+302,400	New	+$15.4M	0.03%	704

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

David Shaw's BEN Position: Q2 2026 in Review

David Shaw increased its Franklin Templeton (BEN) stake by 23% in Q2 2026, buying an estimated $339K and bringing the position to 60,947 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

David Shaw first reported a position in BEN in Q2 2013 and has held it in 41 quarters since. The position peaked at $28.9M in Q4 2017. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

David Shaw held 60,947 shares of Franklin Templeton worth $2.03M as of Q2 2026.
David Shaw bought 11,328 Franklin Templeton shares in Q2 2026, an estimated $339K.
Franklin Templeton made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3197 holding.
David Shaw first reported a position in Franklin Templeton in Q2 2013 and has held it in 41 quarters since.
David Shaw's Franklin Templeton position peaked at $28.9M in Q4 2017.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.