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
2024 Q4	–	Sell	-52,900	Closed	-$1.07M	–	358
2024 Q3	$1.07M	Buy	+52,900	New	+$1.14M	0.02%	312
2023 Q4	–	Sell	-500	Closed	-$1.23M	–	294
2023 Q3	$1.23M	Buy	+500	New	+$13.5K	0.04%	261
2020 Q4	–	Sell	-40,000	Closed	-$814K	–	232
2020 Q3	$814K	Buy	+40,000	New	+$840K	0.05%	213

Other funds holding BEN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.