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J. Safra Asset Management’s Franklin Templeton BEN Stock Holding History

J. Safra Asset 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
2026
Q2 		$801K Buy
24,064
+1,062
+5% +$31.8K 0.04% 136
2026
Q1 		$543K Buy
+23,002
New +$592K 0.03% 153

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

J. Safra Asset Management's BEN Position: Q2 2026 in Review

J. Safra Asset Management increased its Franklin Templeton (BEN) stake by 4.6% in Q2 2026, buying an estimated $31.8K and bringing the position to 24,064 shares worth $801K. The position accounts for 0.04% of the portfolio, ranked #136.

J. Safra Asset Management first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • J. Safra Asset Management held 24,064 shares of Franklin Templeton worth $801K as of Q2 2026.
  • J. Safra Asset Management bought 1,062 Franklin Templeton shares in Q2 2026, an estimated $31.8K.
  • Franklin Templeton made up 0.04% of J. Safra Asset Management's portfolio in Q2 2026, its #136 holding.
  • J. Safra Asset Management first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.