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IEQ Capital’s Franklin Templeton BEN Stock Holding History

IEQ Capital’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 		$5.12M Buy
+153,808
New +$4.61M 0.02% 496
2025
Q4 		– Sell
-32,879
Closed -$760K – 1868
2025
Q3 		$760K Buy
+32,879
New +$813K ﹤0.01% 1118
2025
Q1 		– Sell
-148,750
Closed -$3.02M – 1623
2024
Q4 		$3.02M Buy
148,750
+93,724
+170% +$1.97M 0.03% 395
2024
Q3 		$1.11M Buy
55,026
+40,680
+284% +$876K 0.01% 511
2024
Q2 		$321K Sell
14,346
-252
-2% -$6.07K ﹤0.01% 786
2024
Q1 		$410K Buy
14,598
+509
+4% +$14K 0.01% 690
2023
Q4 		$420K Buy
14,089
+2,058
+17% +$51.2K 0.01% 629
2023
Q3 		$296K Buy
12,031
+2,673
+29% +$72.3K 0.01% 725
2023
Q2 		$250K Sell
9,358
-769
-8% -$19.9K 0.01% 739
2023
Q1 		$273K Buy
+10,127
New +$296K 0.01% 747
2022
Q4 		– Sell
-9,327
Closed -$201K – 826
2022
Q3 		$201K Buy
+9,327
New +$240K 0.01% 772

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

IEQ Capital's BEN Position: Q2 2026 in Review

IEQ Capital opened a new position in Franklin Templeton (BEN) in Q2 2026: 153,808 shares worth $5.12M. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: IEQ Capital previously reported a position in BEN as recently as Q3 2025.

IEQ Capital first reported a position in BEN in Q3 2022 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • IEQ Capital held 153,808 shares of Franklin Templeton worth $5.12M as of Q2 2026.
  • Franklin Templeton was a new IEQ Capital position in Q2 2026.
  • Franklin Templeton made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #496 holding.
  • IEQ Capital first reported a position in Franklin Templeton in Q3 2022 and has held it in 11 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.