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Foster & Motley’s Franklin Templeton BEN Stock Holding History

Foster & Motley’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 		$1.19M Sell
35,869
-1,106
-3% -$33.1K 0.05% 217
2026
Q1 		$873K Buy
36,975
+27,787
+302% +$715K 0.05% 249
2025
Q4 		$219K Buy
+9,188
New +$211K 0.01% 378
2025
Q1 		– Sell
-10,769
Closed -$218K – 379
2024
Q4 		$218K Sell
10,769
-4,936
-31% -$104K 0.01% 362
2024
Q3 		$316K Sell
15,705
-3,618
-19% -$78K 0.02% 327
2024
Q2 		$432K Sell
19,323
-2,215
-10% -$53.3K 0.03% 283
2024
Q1 		$605K Sell
21,538
-4,789
-18% -$132K 0.04% 245
2023
Q4 		$784K Sell
26,327
-2,582
-9% -$64.2K 0.06% 221
2023
Q3 		$711K Sell
28,909
-1,033
-3% -$27.9K 0.06% 229
2023
Q2 		$800K Buy
29,942
+15,553
+108% +$402K 0.06% 242
2023
Q1 		$388K Sell
14,389
-471
-3% -$13.8K 0.03% 310
2022
Q4 		$392K Sell
14,860
-7,333
-33% -$182K 0.03% 302
2022
Q3 		$478K Sell
22,193
-3,065
-12% -$78.8K 0.05% 262
2022
Q2 		$589K Sell
25,258
-8,014
-24% -$205K 0.05% 237
2022
Q1 		$929K Buy
33,272
+10,039
+43% +$307K 0.07% 199
2021
Q4 		$778K Buy
23,233
+4,048
+21% +$133K 0.06% 211
2021
Q3 		$570K Buy
19,185
+5,075
+36% +$158K 0.05% 228
2021
Q2 		$451K Sell
14,110
-130
-0.9% -$4.21K 0.04% 242
2021
Q1 		$421K Sell
14,240
-55
-0.4% -$1.5K 0.04% 237
2020
Q4 		$357K Buy
+14,295
New +$319K 0.03% 238
2014
Q3 		– Sell
-5,922
Closed -$343K – 165
2014
Q2 		$343K Sell
5,922
-1,447
-20% -$79.2K 0.08% 139
2014
Q1 		$399K Buy
+7,369
New +$397K 0.1% 131

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

Foster & Motley's BEN Position: Q2 2026 in Review

Foster & Motley reduced its Franklin Templeton (BEN) stake by 3% in Q2 2026, selling an estimated $33.1K and leaving 35,869 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #217.

Foster & Motley first reported a position in BEN in Q1 2014 and has held it in 22 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Foster & Motley held 35,869 shares of Franklin Templeton worth $1.19M as of Q2 2026.
  • Foster & Motley sold 1,106 Franklin Templeton shares in Q2 2026, an estimated $33.1K.
  • Franklin Templeton made up 0.05% of Foster & Motley's portfolio in Q2 2026, its #217 holding.
  • Foster & Motley first reported a position in Franklin Templeton in Q1 2014 and has held it in 22 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.