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Investment Research Partners’s Franklin Templeton BEN Stock Holding History

Investment Research 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
2026
Q2 		$372K Buy
11,187
+2,172
+24% +$65K 0.13% 182
2026
Q1 		$213K Buy
+9,015
New +$232K 0.09% 225
2025
Q4 		– Sell
-8,743
Closed -$201K – 235
2025
Q3 		$201K Buy
+8,743
New +$216K 0.09% 218

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 $3.38T AUM 44.17% 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

Investment Research Partners's BEN Position: Q2 2026 in Review

Investment Research Partners increased its Franklin Templeton (BEN) stake by 24% in Q2 2026, buying an estimated $65K and bringing the position to 11,187 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #182.

Investment Research Partners first reported a position in BEN in Q3 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Investment Research Partners held 11,187 shares of Franklin Templeton worth $372K as of Q2 2026.
  • Investment Research Partners bought 2,172 Franklin Templeton shares in Q2 2026, an estimated $65K.
  • Franklin Templeton made up 0.13% of Investment Research Partners's portfolio in Q2 2026, its #182 holding.
  • Investment Research Partners first reported a position in Franklin Templeton in Q3 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.