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Ethic Inc’s Franklin Templeton BEN Stock Holding History

Ethic Inc’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 		$2.15M Buy
64,489
+13,575
+27% +$406K 0.03% 490
2026
Q1 		$1.2M Sell
50,914
-1,286
-2% -$33.1K 0.02% 607
2025
Q4 		$1.25M Sell
52,200
-19,684
-27% -$452K 0.02% 572
2025
Q3 		$1.66M Sell
71,884
-12,478
-15% -$308K 0.03% 494
2025
Q2 		$2.01M Buy
84,362
+16,950
+25% +$349K 0.04% 435
2025
Q1 		$1.3M Sell
67,412
-1,677
-2% -$33.6K 0.03% 527
2024
Q4 		$1.4M Buy
69,089
+8,686
+14% +$183K 0.03% 511
2024
Q3 		$1.7M Sell
60,403
-7,739
-11% -$167K 0.04% 430
2024
Q2 		$1.52M Buy
68,142
+7,739
+13% +$186K 0.04% 460
2024
Q1 		$1.7M Buy
60,403
+14,283
+31% +$393K 0.04% 431
2023
Q4 		$1.37M Buy
46,120
+1,518
+3% +$37.8K 0.04% 459
2023
Q3 		$1.1M Sell
44,602
-12,488
-22% -$338K 0.04% 453
2023
Q2 		$1.52M Sell
57,090
-27,546
-33% -$712K 0.06% 363
2023
Q1 		$2.28M Buy
84,636
+6,468
+8% +$189K 0.09% 263
2022
Q4 		$2.06M Buy
78,168
+12,890
+20% +$320K 0.11% 233
2022
Q3 		$1.41M Buy
65,278
+17,445
+36% +$448K 0.1% 266
2022
Q2 		$1.11M Buy
47,833
+22,008
+85% +$563K 0.08% 297
2022
Q1 		$721K Buy
+25,825
New +$789K 0.05% 377
2021
Q3 		– Sell
-10,425
Closed -$333K – 613
2021
Q2 		$333K Buy
+10,425
New +$338K 0.04% 420

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

Ethic Inc's BEN Position: Q2 2026 in Review

Ethic Inc increased its Franklin Templeton (BEN) stake by 27% in Q2 2026, buying an estimated $406K and bringing the position to 64,489 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #490.

Ethic Inc first reported a position in BEN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q1 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Ethic Inc held 64,489 shares of Franklin Templeton worth $2.15M as of Q2 2026.
  • Ethic Inc bought 13,575 Franklin Templeton shares in Q2 2026, an estimated $406K.
  • Franklin Templeton made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #490 holding.
  • Ethic Inc first reported a position in Franklin Templeton in Q2 2021 and has held it in 19 quarters since.
  • Ethic Inc's Franklin Templeton position peaked at $2.28M in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.