Farmers & Merchants Trust Company’s Franklin Templeton BEN Stock Holding History

Farmers & Merchants Trust Company’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	$880K	Hold	26,464	–	–	0.19%	85
2026 Q1	$625K	Hold	26,464	–	–	0.15%	98
2025 Q4	$632K	Hold	26,464	–	–	0.14%	99
2025 Q3	$612K	Sell	26,464 -383	-1%	-$9.47K	0.13%	119
2025 Q2	$640K	Buy	26,847 +383	+1%	+$7.89K	0.14%	117
2025 Q1	$509K	Hold	26,464	–	–	0.13%	120
2024 Q4	$537K	Hold	26,464	–	–	0.13%	116
2024 Q3	$533K	Hold	26,464	–	–	0.13%	112
2024 Q2	$591K	Hold	26,464	–	–	0.15%	102
2024 Q1	$744K	Hold	26,464	–	–	0.18%	96
2023 Q4	$788K	Hold	26,464	–	–	0.21%	85
2023 Q3	$650K	Hold	26,464	–	–	0.19%	87
2023 Q2	$707K	Hold	26,464	–	–	0.19%	86
2023 Q1	$713K	Buy	26,464 +15,164	+134%	+$443K	0.2%	87
2022 Q4	$298K	Buy	+11,300	New	+$281K	0.08%	126

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

Farmers & Merchants Trust Company's BEN Position: Q2 2026 in Review

Farmers & Merchants Trust Company held its Franklin Templeton (BEN) position steady in Q2 2026 at 26,464 shares worth $880K. The position accounts for 0.19% of the portfolio, ranked #85.

Farmers & Merchants Trust Company first reported a position in BEN in Q4 2022 and has held it in 15 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Farmers & Merchants Trust Company held 26,464 shares of Franklin Templeton worth $880K as of Q2 2026.
Farmers & Merchants Trust Company left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up 0.19% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #85 holding.
Farmers & Merchants Trust Company first reported a position in Franklin Templeton in Q4 2022 and has held it in 15 quarters since.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.