First Citizens Bank & Trust’s Franklin Templeton BEN Stock Holding History

First Citizens Bank & Trust’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	$19.8M	Buy	593,727 +40,601	+7%	+$1.22M	0.3%	53
2026 Q1	$13.1M	Buy	553,126 +6,635	+1%	+$171K	0.28%	71
2025 Q4	$13.1M	Buy	546,491 +537,388	+5,903%	+$12.3M	0.27%	65
2025 Q3	$211K	Hold	9,103	–	–	﹤0.01%	613
2025 Q2	$217K	Buy	+9,103	New	+$188K	﹤0.01%	590
2024 Q3	–	Sell	-9,050	Closed	-$202K	–	461
2024 Q2	$202K	Hold	9,050	–	–	﹤0.01%	431
2024 Q1	$254K	Buy	+9,050	New	+$249K	﹤0.01%	391
2022 Q1	–	Sell	-6,689	Closed	-$224K	–	429
2021 Q4	$224K	Buy	+6,689	New	+$220K	0.01%	386
2021 Q3	–	Sell	-6,689	Closed	-$214K	–	415
2021 Q2	$214K	Buy	+6,689	New	+$217K	0.01%	394
2020 Q1	–	Sell	-7,771	Closed	-$202K	–	323
2019 Q4	$202K	Sell	7,771 -1,500	-16%	-$40.8K	0.02%	346
2019 Q3	$268K	Hold	9,271	–	–	0.03%	279
2019 Q2	$323K	Hold	9,271	–	–	0.04%	348
2019 Q1	$307K	Hold	9,271	–	–	0.03%	357
2018 Q4	$275K	Sell	9,271 -1,500	-14%	-$46.1K	0.03%	315
2018 Q3	$328K	Sell	10,771 -108	-1%	-$3.48K	0.04%	305
2018 Q2	$349K	Hold	10,879	–	–	0.04%	292
2018 Q1	$377K	Sell	10,879 -3,426	-24%	-$139K	0.05%	257
2017 Q4	$620K	Hold	14,305	–	–	0.08%	204
2017 Q3	$637K	Hold	14,305	–	–	0.08%	199
2017 Q2	$641K	Hold	14,305	–	–	0.08%	203
2017 Q1	$603K	Sell	14,305 -7,000	-33%	-$290K	0.07%	225
2016 Q4	$843K	Buy	21,305 +55	+0.3%	+$2.06K	0.09%	169
2016 Q3	$756K	Buy	21,250 +250	+1%	+$8.84K	0.07%	184
2016 Q2	$701K	Buy	+21,000	New	+$763K	0.06%	203
2013 Q4	–	Sell	-38,700	Closed	-$1.96M	–	380
2013 Q3	$1.96M	Sell	38,700 -5,115	-12%	-$247K	0.07%	244
2013 Q2	$1.99M	Buy	+43,815	New	+$2.23M	0.08%	225

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

First Citizens Bank & Trust's BEN Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Franklin Templeton (BEN) stake by 7.3% in Q2 2026, buying an estimated $1.22M and bringing the position to 593,727 shares worth $19.8M. The position accounts for 0.3% of the portfolio, ranked #53.

First Citizens Bank & Trust first reported a position in BEN in Q2 2013 and has held it in 26 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

First Citizens Bank & Trust held 593,727 shares of Franklin Templeton worth $19.8M as of Q2 2026.
First Citizens Bank & Trust bought 40,601 Franklin Templeton shares in Q2 2026, an estimated $1.22M.
Franklin Templeton made up 0.3% of First Citizens Bank & Trust's portfolio in Q2 2026, its #53 holding.
First Citizens Bank & Trust first reported a position in Franklin Templeton in Q2 2013 and has held it in 26 quarters since.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.