HI
BEN icon

Horizon Investments’s Franklin Templeton BEN Stock Holding History

Horizon Investments’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 		$423K Buy
12,728
+1,652
+15% +$49.5K ﹤0.01% 892
2026
Q1 		$262K Buy
11,076
+605
+6% +$15.6K ﹤0.01% 942
2025
Q4 		$250K Buy
10,471
+433
+4% +$9.94K ﹤0.01% 939
2025
Q3 		$232K Buy
10,038
+5,163
+106% +$128K ﹤0.01% 908
2025
Q2 		$116K Buy
4,875
+356
+8% +$7.34K ﹤0.01% 936
2025
Q1 		$87K Buy
4,519
+300
+7% +$6.01K ﹤0.01% 633
2024
Q4 		$85.6K Buy
4,219
+34
+0.8% +$716 ﹤0.01% 628
2024
Q3 		$84.3K Sell
4,185
-686
-14% -$14.8K ﹤0.01% 628
2024
Q2 		$109K Buy
4,871
+48
+1% +$1.16K ﹤0.01% 622
2024
Q1 		$136K Buy
4,823
+106
+2% +$2.92K ﹤0.01% 605
2023
Q4 		$139K Buy
4,717
+253
+6% +$6.29K ﹤0.01% 583
2023
Q3 		$110K Buy
4,464
+55
+1% +$1.49K ﹤0.01% 605
2023
Q2 		$118K Sell
4,409
-1,341
-23% -$34.7K ﹤0.01% 598
2023
Q1 		$155K Buy
+5,750
New +$168K ﹤0.01% 564
2022
Q4 		– Sell
-13,368
Closed -$288K – 533
2022
Q3 		$288K Buy
+13,368
New +$344K 0.01% 414
2021
Q3 		– Sell
-9,917
Closed -$317K – 476
2021
Q2 		$317K Buy
+9,917
New +$321K 0.01% 387
2019
Q3 		– Sell
-7,455
Closed -$259K – 422
2019
Q2 		$259K Buy
+7,455
New +$254K 0.01% 449

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 $3.38T AUM 44.17% 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

Horizon Investments's BEN Position: Q2 2026 in Review

Horizon Investments increased its Franklin Templeton (BEN) stake by 15% in Q2 2026, buying an estimated $49.5K and bringing the position to 12,728 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Horizon Investments first reported a position in BEN in Q2 2019 and has held it in 17 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Horizon Investments held 12,728 shares of Franklin Templeton worth $423K as of Q2 2026.
  • Horizon Investments bought 1,652 Franklin Templeton shares in Q2 2026, an estimated $49.5K.
  • Franklin Templeton made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #892 holding.
  • Horizon Investments first reported a position in Franklin Templeton in Q2 2019 and has held it in 17 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.