John Overdeck’s Franklin Templeton, Inc. BEN Stock Holding History

John Overdeck’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	–	Sell	-17,300	Closed	-$409K	–	5066
2026 Q1	$409K	Buy	+17,300	New	+$445K	﹤0.01%	3866
2021 Q4	–	Sell	-7,100	Closed	-$211K	–	4288
2021 Q3	$211K	Buy	+7,100	New	+$221K	﹤0.01%	3929
2021 Q1	–	Sell	-17,600	Closed	-$440K	–	3817
2020 Q4	$440K	Buy	17,600 +6,800	+63%	+$152K	﹤0.01%	2605
2020 Q3	$220K	Sell	10,800 -2,100	-16%	-$44.1K	﹤0.01%	2765
2020 Q2	$271K	Sell	12,900 -8,900	-41%	-$168K	﹤0.01%	2450
2020 Q1	$364K	Sell	21,800 -17,800	-45%	-$409K	﹤0.01%	2164
2019 Q4	$1.03M	Sell	39,600 -4,200	-10%	-$114K	﹤0.01%	2150
2019 Q3	$1.26M	Buy	43,800 +35,800	+448%	+$1.09M	﹤0.01%	1793
2019 Q2	$278K	Buy	+8,000	New	+$272K	﹤0.01%	2904
2018 Q3	–	Sell	-28,600	Closed	-$917K	–	3171
2018 Q2	$917K	Buy	28,600 +22,100	+340%	+$740K	﹤0.01%	2210
2018 Q1	$225K	Buy	+6,500	New	+$264K	﹤0.01%	2927
2017 Q1	–	Sell	-9,000	Closed	-$356K	–	2899
2016 Q4	$356K	Sell	9,000 -50,000	-85%	-$1.87M	﹤0.01%	2677
2016 Q3	$2.1M	Buy	+59,000	New	+$2.09M	0.01%	1414
2016 Q2	–	Sell	-13,000	Closed	-$508K	–	2907
2016 Q1	$508K	Buy	+13,000	New	+$460K	﹤0.01%	2054

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

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.