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
2020 Q1	–	Sell	-195,700	Closed	-$5.08M	–	3922
2019 Q4	$5.08M	Buy	195,700 +57,500	+42%	+$1.56M	0.01%	1721
2019 Q3	$3.99M	Buy	+138,200	New	+$4.22M	﹤0.01%	1821
2017 Q1	–	Sell	-15,100	Closed	-$598K	–	3292
2016 Q4	$598K	Hold	15,100	–	–	﹤0.01%	2747
2016 Q3	$537K	Hold	15,100	–	–	﹤0.01%	2759
2016 Q2	$504K	Buy	+15,100	New	+$549K	﹤0.01%	2795
2014 Q1	–	Sell	-74,700	Closed	-$4.31M	–	4279
2013 Q4	$4.31M	Hold	74,700	–	–	0.01%	1807
2013 Q3	$3.78M	Hold	74,700	–	–	0.01%	1857
2013 Q2	$3.39M	Buy	+74,700	New	+$3.8M	0.01%	1656

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.