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Jackson Creek Investment Advisors’s Franklin Templeton BEN Stock Holding History

Jackson Creek Investment Advisors’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 		$1.92M Sell
56,670
-20,164
-26% -$604K 0.64% 10
2026
Q1 		$1.81M Buy
76,834
+22,354
+41% +$575K 0.53% 61
2025
Q4 		$1.3M Sell
54,480
-2,920
-5% -$67K 0.38% 140
2025
Q3 		$1.33M Buy
+57,400
New +$1.42M 0.38% 136

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 $3.37T AUM 44.26% 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

Jackson Creek Investment Advisors's BEN Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Franklin Templeton (BEN) stake by 26% in Q2 2026, selling an estimated $604K and leaving 56,670 shares worth $1.92M. The position accounts for 0.64% of the portfolio, ranked #10.

Jackson Creek Investment Advisors first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Jackson Creek Investment Advisors held 56,670 shares of Franklin Templeton worth $1.92M as of Q2 2026.
  • Jackson Creek Investment Advisors sold 20,164 Franklin Templeton shares in Q2 2026, an estimated $604K.
  • Franklin Templeton made up 0.64% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Jackson Creek Investment Advisors first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.