Fjarde Ap-fonden’s Franklin Templeton BEN Stock Holding History

Fjarde Ap-fonden’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
2025 Q4	–	Sell	-786	Closed	-$7K	–	505
2025 Q3	$7K	Buy	786 +752	+2,212%	+$18.6K	﹤0.01%	457
2025 Q2	$1K	Sell	34 -38,460	-100%	-$793K	﹤0.01%	490
2025 Q1	$741K	Sell	38,494 -24,000	-38%	-$481K	0.01%	505
2024 Q4	$1.27M	Sell	62,494 -59,559	-49%	-$1.25M	0.01%	501
2024 Q3	$2.46M	Buy	+122,053	New	+$2.63M	0.03%	453
2024 Q1	$5.13M	Buy	182,453 +22,300	+14%	+$614K	0.06%	342
2023 Q4	$4.77M	Buy	160,153 +24,400	+18%	+$607K	0.06%	340
2023 Q3	$3.34M	Buy	135,753 +29,300	+28%	+$792K	0.04%	413
2023 Q2	$2.84M	Sell	106,453 -4,800	-4%	-$124K	0.03%	441
2023 Q1	$3M	Buy	111,253 +14,500	+15%	+$424K	0.04%	405
2022 Q4	$2.55M	Sell	96,753 -42,900	-31%	-$1.07M	0.04%	434
2022 Q3	$3.25M	Hold	139,653	–	–	0.04%	425
2022 Q2	$3.25M	Buy	139,653 +10,300	+8%	+$263K	0.04%	425
2022 Q1	$3.61M	Buy	129,353 +59,400	+85%	+$1.81M	0.04%	457
2021 Q4	$2.34M	Sell	69,953 -2,658	-4%	-$87.5K	0.02%	525
2021 Q3	$2.16M	Sell	72,611 -4,000	-5%	-$125K	0.02%	535
2021 Q2	$2.45M	Sell	76,611 -2,500	-3%	-$81K	0.02%	534
2021 Q1	$2.34M	Buy	79,111 +5,200	+7%	+$142K	0.02%	538
2020 Q4	$1.85M	Sell	73,911 -50,700	-41%	-$1.13M	0.02%	550
2020 Q3	$2.54M	Sell	124,611 -4,400	-3%	-$92.4K	0.03%	512
2020 Q2	$2.71M	Sell	129,011 -58,600	-31%	-$1.11M	0.03%	476
2020 Q1	$3.13M	Buy	187,611 +40,600	+28%	+$932K	0.05%	369
2019 Q4	$3.82M	Buy	147,011 +56,100	+62%	+$1.52M	0.05%	431
2019 Q3	$2.62M	Sell	90,911 -20,300	-18%	-$620K	0.03%	482
2019 Q2	$3.87M	Buy	111,211 +15,500	+16%	+$527K	0.05%	404
2019 Q1	$3.17M	Buy	95,711 +10,090	+12%	+$319K	0.04%	446
2018 Q4	$2.54M	Sell	85,621 -12,000	-12%	-$369K	0.04%	422
2018 Q3	$2.97M	Sell	97,621 -7,500	-7%	-$242K	0.04%	470
2018 Q2	$3.37M	Buy	105,121 +1,769	+2%	+$59.3K	0.05%	423
2018 Q1	$3.58M	Buy	103,352 +3,605	+4%	+$147K	0.05%	393
2017 Q4	$4.32M	Buy	99,747 +19,307	+24%	+$836K	0.07%	326
2017 Q3	$3.58M	Sell	80,440 -3,797	-5%	-$166K	0.07%	311
2017 Q2	$3.77M	Buy	84,237 +7,614	+10%	+$325K	0.08%	288
2017 Q1	$3.23M	Sell	76,623 -5,598	-7%	-$232K	0.08%	289
2016 Q4	$3.25M	Sell	82,221 -8,508	-9%	-$318K	0.08%	295
2016 Q3	$3.23M	Buy	90,729 +3,725	+4%	+$132K	0.07%	314
2016 Q2	$2.9M	Sell	87,004 -6,496	-7%	-$236K	0.07%	329
2016 Q1	$3.65M	Buy	93,500 +10,684	+13%	+$378K	0.08%	268
2015 Q4	$3.06M	Buy	82,816 +2,823	+4%	+$110K	0.08%	286
2015 Q3	$2.99M	Sell	79,993 -5,525	-6%	-$239K	0.08%	280
2015 Q2	$4.21M	Sell	85,518 -3,782	-4%	-$194K	0.1%	234
2015 Q1	$4.6M	Sell	89,300 -8,488	-9%	-$450K	0.11%	229
2014 Q4	$5.48M	Sell	97,788 -4,447	-4%	-$246K	0.12%	199
2014 Q3	$5.59M	Sell	102,235 -9,292	-8%	-$520K	0.12%	195
2014 Q2	$6.46M	Sell	111,527 -6,083	-5%	-$333K	0.13%	179
2014 Q1	$6.39M	Buy	117,610 +4,151	+4%	+$223K	0.13%	185
2013 Q4	$6.56M	Sell	113,459 -8,258	-7%	-$445K	0.14%	168
2013 Q3	$6.17M	Sell	121,717 -8,057	-6%	-$389K	0.13%	171
2013 Q2	$5.9M	Buy	+129,774	New	+$6.61M	0.12%	191

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Fjarde Ap-fonden's BEN Position: Q4 2025 in Review

Fjarde Ap-fonden sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 786 shares — an estimated $7K sold.

Fjarde Ap-fonden first reported a position in BEN in Q2 2013 and held it in 49 quarters. The position peaked at $6.56M in Q4 2013. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Fjarde Ap-fonden reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
Fjarde Ap-fonden sold 786 Franklin Templeton shares in Q4 2025, an estimated $7K.
Fjarde Ap-fonden first reported a position in Franklin Templeton in Q2 2013 and held it in 49 quarters.
Fjarde Ap-fonden's Franklin Templeton position peaked at $6.56M in Q4 2013.
576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Fjarde Ap-fonden's 13F filing for Q4 2025, filed 11 Feb 2026.