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Freestone Grove Partners’s Franklin Templeton BEN Stock Holding History

Freestone Grove Partners’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 		$32.5M Sell
975,933
-1,172,616
-55% -$35.1M 0.21% 147
2026
Q1 		$50.7M Buy
+2,148,549
New +$55.3M 0.36% 89
2025
Q3 		– Sell
-1,340,055
Closed -$32M – 712
2025
Q2 		$32M Buy
1,340,055
+963,919
+256% +$19.9M 0.24% 152
2025
Q1 		$7.24M Buy
+376,136
New +$7.54M 0.07% 259

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

Freestone Grove Partners's BEN Position: Q2 2026 in Review

Freestone Grove Partners reduced its Franklin Templeton (BEN) stake by 55% in Q2 2026, selling an estimated $35.1M and leaving 975,933 shares worth $32.5M. The position accounts for 0.21% of the portfolio, ranked #147.

Freestone Grove Partners first reported a position in BEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $50.7M in Q1 2026. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Freestone Grove Partners held 975,933 shares of Franklin Templeton worth $32.5M as of Q2 2026.
  • Freestone Grove Partners sold 1,172,616 Franklin Templeton shares in Q2 2026, an estimated $35.1M.
  • Franklin Templeton made up 0.21% of Freestone Grove Partners's portfolio in Q2 2026, its #147 holding.
  • Freestone Grove Partners first reported a position in Franklin Templeton in Q1 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Franklin Templeton position peaked at $50.7M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.