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Empirical Finance’s Franklin Templeton BEN Stock Holding History

Empirical Finance’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 		$359K Buy
10,783
+380
+4% +$11.4K 0.01% 471
2026
Q1 		$246K Sell
10,403
-9
-0.1% -$232 0.01% 466
2025
Q4 		$249K Sell
10,412
-407
-4% -$9.35K 0.01% 467
2025
Q3 		$250K Buy
10,819
+102
+1% +$2.52K 0.01% 492
2025
Q2 		$256K Buy
10,717
+76
+0.7% +$1.57K 0.01% 487
2025
Q1 		$205K Buy
+10,641
New +$213K 0.01% 501
2024
Q3 		– Sell
-9,590
Closed -$214K – 503
2024
Q2 		$214K Sell
9,590
-574
-6% -$13.8K 0.01% 498
2024
Q1 		$286K Buy
10,164
+342
+3% +$9.42K 0.02% 494
2023
Q4 		$293K Buy
9,822
+522
+6% +$13K 0.02% 485
2023
Q3 		$229K Buy
9,300
+1,004
+12% +$27.2K 0.02% 503
2023
Q2 		$222K Buy
+8,296
New +$214K 0.02% 497
2017
Q1 		– Sell
-278
Closed -$12K – 143
2016
Q4 		$12K Buy
+278
New +$10.4K 0.01% 333

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

Empirical Finance's BEN Position: Q2 2026 in Review

Empirical Finance increased its Franklin Templeton (BEN) stake by 3.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 10,783 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #471.

Empirical Finance first reported a position in BEN in Q4 2016 and has held it in 12 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Empirical Finance held 10,783 shares of Franklin Templeton worth $359K as of Q2 2026.
  • Empirical Finance bought 380 Franklin Templeton shares in Q2 2026, an estimated $11.4K.
  • Franklin Templeton made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #471 holding.
  • Empirical Finance first reported a position in Franklin Templeton in Q4 2016 and has held it in 12 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.