John Overdeck’s Franklin Templeton, Inc. BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.2M | Buy |
1,479,753
+30,461
| +2% | +$912K | 0.04% | 563 |
|
|
2026
Q1 | $34.2M | Sell |
1,449,292
-398,887
| -22% | -$10.3M | 0.03% | 665 |
|
|
2025
Q4 | $44.2M | Buy |
1,848,179
+353,362
| +24% | +$8.11M | 0.06% | 390 |
|
|
2025
Q3 | $34.6M | Buy |
1,494,817
+936,105
| +168% | +$23.1M | 0.05% | 433 |
|
|
2025
Q2 | $13.3M | Sell |
558,712
-1,382,316
| -71% | -$28.5M | 0.02% | 697 |
|
|
2025
Q1 | $37.4M | Sell |
1,941,028
-994,264
| -34% | -$19.9M | 0.08% | 291 |
|
|
2024
Q4 | $59.6M | Buy |
2,935,292
+1,673,971
| +133% | +$35.3M | 0.13% | 194 |
|
|
2024
Q3 | $25.4M | Buy |
1,261,321
+674,468
| +115% | +$14.5M | 0.06% | 407 |
|
|
2024
Q2 | $13.1M | Buy |
586,853
+375,001
| +177% | +$9.03M | 0.03% | 604 |
|
|
2024
Q1 | $5.96M | Buy |
211,852
+121,216
| +134% | +$3.34M | 0.01% | 889 |
|
|
2023
Q4 | $2.7M | Sell |
90,636
-55,200
| -38% | -$1.37M | 0.01% | 1315 |
|
|
2023
Q3 | $3.58M | Buy |
145,836
+111,436
| +324% | +$3.01M | 0.01% | 1064 |
|
|
2023
Q2 | $919K | Sell |
34,400
-9,290
| -21% | -$240K | ﹤0.01% | 1990 |
|
|
2023
Q1 | $1.18M | Buy |
43,690
+17,990
| +70% | +$525K | ﹤0.01% | 1778 |
|
|
2022
Q4 | $678K | Buy |
+25,700
| New | +$638K | ﹤0.01% | 1889 |
|
|
2022
Q2 | – | Sell |
-405,230
| Closed | -$11.3M | – | 2520 |
|
|
2022
Q1 | $11.3M | Sell |
405,230
-59,778
| -13% | -$1.83M | 0.03% | 569 |
|
|
2021
Q4 | $15.6M | Sell |
465,008
-170,488
| -27% | -$5.61M | 0.03% | 582 |
|
|
2021
Q3 | $18.9M | Buy |
635,496
+509,393
| +404% | +$15.9M | 0.04% | 489 |
|
|
2021
Q2 | $4.03M | Sell |
126,103
-114,928
| -48% | -$3.72M | 0.01% | 1330 |
|
|
2021
Q1 | $7.13M | Sell |
241,031
-34,305
| -12% | -$937K | 0.02% | 864 |
|
|
2020
Q4 | $6.88M | Sell |
275,336
-1,014,887
| -79% | -$22.7M | 0.02% | 756 |
|
|
2020
Q3 | $26.3M | Buy |
1,290,223
+634,692
| +97% | +$13.3M | 0.09% | 228 |
|
|
2020
Q2 | $13.7M | Buy |
655,531
+80,865
| +14% | +$1.53M | 0.07% | 303 |
|
|
2020
Q1 | $9.59M | Buy |
574,666
+520,156
| +954% | +$11.9M | 0.08% | 269 |
|
|
2019
Q4 | $1.42M | Buy |
+54,510
| New | +$1.48M | ﹤0.01% | 1871 |
|
|
2019
Q3 | – | Sell |
-289,515
| Closed | -$8.85M | – | 3450 |
|
|
2019
Q2 | $10.1M | Buy |
+289,515
| New | +$9.85M | 0.03% | 598 |
|
|
2019
Q1 | – | Sell |
-8,951
| Closed | -$283K | – | 3019 |
|
|
2018
Q4 | $265K | Sell |
8,951
-35,622
| -80% | -$1.1M | ﹤0.01% | 2543 |
|
|
2018
Q3 | $1.35M | Buy |
44,573
+22,925
| +106% | +$739K | ﹤0.01% | 1761 |
|
|
2018
Q2 | $694K | Buy |
+21,648
| New | +$725K | ﹤0.01% | 2414 |
|
|
2017
Q1 | – | Sell |
-32,743
| Closed | -$1.3M | – | 2900 |
|
|
2016
Q4 | $1.3M | Buy |
32,743
+21,344
| +187% | +$799K | 0.01% | 1821 |
|
|
2016
Q3 | $405K | Buy |
+11,399
| New | +$403K | ﹤0.01% | 2567 |
|
|
2016
Q1 | – | Sell |
-11,987
| Closed | -$424K | – | 2790 |
|
|
2015
Q4 | $441K | Sell |
11,987
-2,025,653
| -99% | -$79.2M | ﹤0.01% | 2034 |
|
|
2015
Q3 | $75.9M | Buy |
2,037,640
+864,464
| +74% | +$37.4M | 0.39% | 62 |
|
|
2015
Q2 | $57.5M | Buy |
1,173,176
+397,636
| +51% | +$20.4M | 0.27% | 91 |
|
|
2015
Q1 | $39.8M | Buy |
775,540
+771,604
| +19,604% | +$40.9M | 0.19% | 146 |
|
|
2014
Q4 | $218K | Buy |
+3,936
| New | +$217K | ﹤0.01% | 2025 |
|
|
2014
Q3 | – | Sell |
-20,230
| Closed | -$1.17M | – | 1751 |
|
|
2014
Q2 | $1.17M | Buy |
+20,230
| New | +$1.11M | 0.01% | 1251 |
|
|
2013
Q4 | – | Sell |
-127,824
| Closed | -$6.46M | – | 2172 |
|
|
2013
Q3 | $6.46M | Sell |
127,824
-509,358
| -80% | -$24.6M | 0.04% | 460 |
|
|
2013
Q2 | $28.9M | Buy |
+637,182
| New | +$32.4M | 0.2% | 135 |
|
Other funds holding BEN
PCOC
ACL
John Overdeck's BEN Position: Q2 2026 in Review
John Overdeck increased its Franklin Templeton, Inc. (BEN) stake by 2.1% in Q2 2026, buying an estimated $912K and bringing the position to 1,479,753 shares worth $49.2M. The position accounts for 0.04% of the portfolio, ranked #563.
John Overdeck first reported a position in BEN in Q2 2013 and has held it in 39 quarters since. The position peaked at $75.9M in Q3 2015. 662 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- John Overdeck held 1,479,753 shares of Franklin Templeton, Inc. worth $49.2M as of Q2 2026.
- John Overdeck bought 30,461 Franklin Templeton, Inc. shares in Q2 2026, an estimated $912K.
- Franklin Templeton, Inc. made up 0.04% of John Overdeck's portfolio in Q2 2026, its #563 holding.
- John Overdeck first reported a position in Franklin Templeton, Inc. in Q2 2013 and has held it in 39 quarters since.
- John Overdeck's Franklin Templeton, Inc. position peaked at $75.9M in Q3 2015.
- 662 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.