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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
2021
Q2 		– Sell
-11,500
Closed -$340K – 4048
2021
Q1 		$340K Sell
11,500
-25,400
-69% -$694K ﹤0.01% 3242
2020
Q4 		$922K Buy
36,900
+14,200
+63% +$317K ﹤0.01% 2068
2020
Q3 		$462K Sell
22,700
-6,800
-23% -$143K ﹤0.01% 2309
2020
Q2 		$619K Buy
29,500
+3,200
+12% +$60.4K ﹤0.01% 1853
2020
Q1 		$439K Sell
26,300
-15,500
-37% -$356K ﹤0.01% 2038
2019
Q4 		$1.09M Buy
41,800
+10,800
+35% +$293K ﹤0.01% 2107
2019
Q3 		$895K Buy
31,000
+22,800
+278% +$697K ﹤0.01% 2081
2019
Q2 		$285K Buy
8,200
+100
+1% +$3.4K ﹤0.01% 2888
2019
Q1 		$268K Buy
8,100
+100
+1% +$3.16K ﹤0.01% 2671
2018
Q4 		$237K Sell
8,000
-6,600
-45% -$203K ﹤0.01% 2602
2018
Q3 		$444K Sell
14,600
-4,400
-23% -$142K ﹤0.01% 2537
2018
Q2 		$609K Buy
19,000
+13,000
+217% +$435K ﹤0.01% 2514
2018
Q1 		$208K Buy
+6,000
New +$244K ﹤0.01% 2965
2017
Q1 		– Sell
-7,000
Closed -$277K – 2901
2016
Q4 		$277K Sell
7,000
-87,600
-93% -$3.28M ﹤0.01% 2781
2016
Q3 		$3.37M Buy
+94,600
New +$3.35M 0.01% 1128
2016
Q2 		– Sell
-9,000
Closed -$351K – 2908
2016
Q1 		$351K Buy
+9,000
New +$318K ﹤0.01% 2290

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

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.