InceptionR’s Franklin Templeton BEN Stock Holding History

InceptionR’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	$1.99M	Buy	59,817 +36,662	+158%	+$1.1M	0.49%	7
2026 Q1	$547K	Buy	+23,155	New	+$596K	0.13%	286
2025 Q1	–	Sell	-59,654	Closed	-$1.21M	–	558
2024 Q4	$1.21M	Buy	+59,654	New	+$1.26M	0.27%	117
2024 Q3	–	Sell	-61,346	Closed	-$1.37M	–	643
2024 Q2	$1.37M	Buy	+61,346	New	+$1.48M	0.39%	49
2023 Q2	–	Sell	-30,887	Closed	-$832K	–	424
2023 Q1	$832K	Buy	+30,887	New	+$902K	0.27%	134

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

InceptionR's BEN Position: Q2 2026 in Review

InceptionR increased its Franklin Templeton (BEN) stake by 158% in Q2 2026, buying an estimated $1.1M and bringing the position to 59,817 shares worth $1.99M. The position accounts for 0.49% of the portfolio, ranked #7.

InceptionR first reported a position in BEN in Q1 2023 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

InceptionR held 59,817 shares of Franklin Templeton worth $1.99M as of Q2 2026.
InceptionR bought 36,662 Franklin Templeton shares in Q2 2026, an estimated $1.1M.
Franklin Templeton made up 0.49% of InceptionR's portfolio in Q2 2026, its #7 holding.
InceptionR first reported a position in Franklin Templeton in Q1 2023 and has held it in 5 quarters since.
667 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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