Deseret Mutual Benefit Administrators’s Franklin Templeton BEN Stock Holding History

Deseret Mutual Benefit Administrators’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	$61K	Sell	1,832 -428	-19%	-$12.8K	0.02%	379
2026 Q1	$53.4K	Buy	2,260 +1,023	+83%	+$26.3K	0.02%	397
2025 Q4	$29.6K	Hold	1,237	–	–	0.01%	407
2025 Q3	$28.6K	Hold	1,237	–	–	0.01%	398
2025 Q2	$29.5K	Hold	1,237	–	–	0.01%	384
2025 Q1	$23.8K	Hold	1,237	–	–	0.01%	410
2024 Q4	$25.1K	Hold	1,237	–	–	0.01%	405
2024 Q3	$24.9K	Hold	1,237	–	–	0.01%	399
2024 Q2	$27.6K	Hold	1,237	–	–	0.01%	377
2024 Q1	$34.8K	Hold	1,237	–	–	0.02%	342
2023 Q4	$36.9K	Sell	1,237 -315	-20%	-$7.84K	0.02%	317
2023 Q3	$38.1K	Sell	1,552 -101	-6%	-$2.73K	0.02%	341
2023 Q2	$44.2K	Hold	1,653	–	–	0.02%	335
2023 Q1	$44.5K	Hold	1,653	–	–	0.02%	322
2022 Q4	$43.6K	Sell	1,653 -4,240	-72%	-$105K	0.02%	324
2022 Q3	$127K	Sell	5,893 -5,401	-48%	-$139K	0.04%	250
2022 Q2	$263K	Sell	11,294 -2,367	-17%	-$60.5K	0.06%	200
2022 Q1	$381K	Sell	13,661 -2,172	-14%	-$66.3K	0.08%	174
2021 Q4	$530K	Hold	15,833	–	–	0.09%	145
2021 Q3	$471K	Buy	15,833 +9,336	+144%	+$291K	0.09%	152
2021 Q2	$208K	Buy	+6,497	New	+$210K	0.05%	195

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

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

Deseret Mutual Benefit Administrators's BEN Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Franklin Templeton (BEN) stake by 19% in Q2 2026, selling an estimated $12.8K and leaving 1,832 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #379.

Deseret Mutual Benefit Administrators first reported a position in BEN in Q2 2021 and has held it in 21 quarters since. The position peaked at $530K in Q4 2021. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Deseret Mutual Benefit Administrators held 1,832 shares of Franklin Templeton worth $61K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 428 Franklin Templeton shares in Q2 2026, an estimated $12.8K.
Franklin Templeton made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #379 holding.
Deseret Mutual Benefit Administrators first reported a position in Franklin Templeton in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Franklin Templeton position peaked at $530K in Q4 2021.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.