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INTECH Investment Management’s Franklin Templeton BEN Stock Holding History

INTECH Investment Management’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
2025
Q4 		– Sell
-34,609
Closed -$801K – 2335
2025
Q3 		$801K Buy
+34,609
New +$855K 0.01% 1312
2025
Q2 		– Sell
-12,674
Closed -$244K – 2475
2025
Q1 		$244K Hold
12,674
– – ﹤0.01% 1990
2024
Q4 		$257K Buy
12,674
+1,305
+11% +$27.5K ﹤0.01% 1906
2024
Q3 		$229K Sell
11,369
-24,396
-68% -$526K ﹤0.01% 1659
2024
Q2 		$799K Buy
35,765
+9,801
+38% +$236K 0.01% 681
2024
Q1 		$730K Sell
25,964
-40,324
-61% -$1.11M 0.01% 494
2023
Q4 		$1.97M Sell
66,288
-85,343
-56% -$2.12M 0.03% 334
2023
Q3 		$3.73M Sell
151,631
-119,794
-44% -$3.24M 0.06% 272
2023
Q2 		$7.25M Buy
271,425
+175,126
+182% +$4.53M 0.07% 241
2023
Q1 		$2.59M Buy
96,299
+53,786
+127% +$1.57M 0.02% 431
2022
Q4 		$1.12M Sell
42,513
-183,873
-81% -$4.57M 0.01% 506
2022
Q3 		$4.87M Sell
226,386
-633,589
-74% -$16.3M 0.04% 364
2022
Q2 		$20M Buy
+859,975
New +$22M 0.12% 201

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

INTECH Investment Management's BEN Position: Q4 2025 in Review

INTECH Investment Management sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 34,609 shares — an estimated $801K sold.

INTECH Investment Management first reported a position in BEN in Q2 2022 and held it in 13 quarters. The position peaked at $20M in Q2 2022. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • INTECH Investment Management reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 34,609 Franklin Templeton shares in Q4 2025, an estimated $801K.
  • INTECH Investment Management first reported a position in Franklin Templeton in Q2 2022 and held it in 13 quarters.
  • INTECH Investment Management's Franklin Templeton position peaked at $20M in Q2 2022.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.