Jefferies Financial Group’s Franklin Templeton BEN Stock Holding History

Jefferies Financial Group’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	$1.19M	Buy	35,798 +16,698	+87%	+$500K	0.01%	894
2026 Q1	$451K	Sell	19,100 -56,449	-75%	-$1.45M	﹤0.01%	1254
2025 Q4	$1.8M	Buy	+75,549	New	+$1.73M	0.01%	853
2025 Q3	–	Sell	-7	Closed	-$173	–	1459
2025 Q2	$167	Buy	+7	New	+$144	﹤0.01%	1244
2025 Q1	–	Sell	-24,308	Closed	-$487K	–	1631
2024 Q4	$493K	Sell	24,308 -7,696	-24%	-$162K	﹤0.01%	1109
2024 Q3	$645K	Sell	32,004 -49,779	-61%	-$1.07M	﹤0.01%	912
2024 Q2	$1.83M	Buy	+81,783	New	+$1.97M	0.02%	563
2024 Q1	–	Sell	-112,178	Closed	-$3.34M	–	1626
2023 Q4	$3.34M	Buy	112,178 +100,578	+867%	+$2.5M	0.02%	519
2023 Q3	$285K	Sell	11,600 -61,100	-84%	-$1.65M	﹤0.01%	1242
2023 Q2	$1.94M	Sell	72,700 -152,842	-68%	-$3.95M	0.02%	664
2023 Q1	$6.08M	Buy	225,542 +180,353	+399%	+$5.27M	0.05%	315
2022 Q4	$1.19M	Buy	+45,189	New	+$1.12M	0.01%	814

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Jefferies Financial Group's BEN Position: Q2 2026 in Review

Jefferies Financial Group increased its Franklin Templeton (BEN) stake by 87% in Q2 2026, buying an estimated $500K and bringing the position to 35,798 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #894.

Jefferies Financial Group first reported a position in BEN in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.08M in Q1 2023. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Jefferies Financial Group held 35,798 shares of Franklin Templeton worth $1.19M as of Q2 2026.
Jefferies Financial Group bought 16,698 Franklin Templeton shares in Q2 2026, an estimated $500K.
Franklin Templeton made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #894 holding.
Jefferies Financial Group first reported a position in Franklin Templeton in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's Franklin Templeton position peaked at $6.08M in Q1 2023.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.