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Interval Partners’s Franklin Templeton BEN Stock Holding History

Interval 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
2025
Q4 		– Sell
-247,672
Closed -$5.73M – 327
2025
Q3 		$5.73M Sell
247,672
-432,524
-64% -$10.7M 0.09% 202
2025
Q2 		$16.2M Buy
680,196
+547,777
+414% +$11.3M 0.28% 95
2025
Q1 		$2.55M Buy
+132,419
New +$2.65M 0.05% 251
2024
Q3 		– Sell
-108,894
Closed -$2.35M – 348
2024
Q2 		$2.43M Buy
108,894
+483
+0.4% +$11.6K 0.05% 285
2024
Q1 		$3.05M Sell
108,411
-142,954
-57% -$3.94M 0.09% 214
2023
Q4 		$7.49M Buy
+251,365
New +$6.25M 0.21% 137
2021
Q4 		– Sell
-140,088
Closed -$4.16M – 258
2021
Q3 		$4.16M Sell
140,088
-158,003
-53% -$4.93M 0.17% 158
2021
Q2 		$9.54M Sell
298,091
-26,673
-8% -$864K 0.39% 70
2021
Q1 		$9.61M Sell
324,764
-31,900
-9% -$871K 0.37% 77
2020
Q4 		$8.91M Buy
356,664
+51,403
+17% +$1.15M 0.37% 72
2020
Q3 		$6.21M Buy
305,261
+17,300
+6% +$363K 0.35% 72
2020
Q2 		$6.04M Sell
287,961
-30,751
-10% -$580K 0.38% 63
2020
Q1 		$5.32M Buy
+318,712
New +$7.32M 0.41% 60
2019
Q1 		– Sell
-105,085
Closed -$3.12M – 189
2018
Q4 		$3.12M Buy
105,085
+26,024
+33% +$800K 0.17% 116
2018
Q3 		$2.4M Sell
79,061
-171,161
-68% -$5.52M 0.1% 151
2018
Q2 		$8.02M Buy
250,222
+99,876
+66% +$3.35M 0.3% 99
2018
Q1 		$5.21M Buy
+150,346
New +$6.11M 0.24% 114
2017
Q4 		– Sell
-91,122
Closed -$4.06M – 179
2017
Q3 		$4.06M Buy
91,122
+33,558
+58% +$1.47M 0.18% 117
2017
Q2 		$2.58M Sell
57,564
-91,332
-61% -$3.9M 0.11% 169
2017
Q1 		$6.27M Buy
+148,896
New +$6.18M 0.3% 102
2016
Q3 		– Sell
-51,151
Closed -$1.71M – 156
2016
Q2 		$1.71M Buy
51,151
+651
+1% +$23.7K 0.12% 121
2016
Q1 		$1.97M Sell
50,500
-46,162
-48% -$1.63M 0.17% 117
2015
Q4 		$3.56M Buy
96,662
+27,154
+39% +$1.06M 0.34% 77
2015
Q3 		$2.59M Buy
+69,508
New +$3.01M 0.33% 72

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

Interval Partners's BEN Position: Q4 2025 in Review

Interval Partners sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 247,672 shares — an estimated $5.73M sold.

Interval Partners first reported a position in BEN in Q3 2015 and held it in 24 quarters. The position peaked at $16.2M in Q2 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Interval Partners reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Interval Partners sold 247,672 Franklin Templeton shares in Q4 2025, an estimated $5.73M.
  • Interval Partners first reported a position in Franklin Templeton in Q3 2015 and held it in 24 quarters.
  • Interval Partners's Franklin Templeton position peaked at $16.2M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.