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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
2025
Q4 		– Sell
-10,000
Closed -$231K – 1859
2025
Q3 		$231K Hold
10,000
– – ﹤0.01% 1250
2025
Q2 		$239K Hold
10,000
– – ﹤0.01% 1084
2025
Q1 		$193K Buy
+10,000
New +$200K ﹤0.01% 1394

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

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. 669 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.
  • 669 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.