Jupiter Asset Management’s Franklin Templeton BEN Stock Holding History

Jupiter Asset Management’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	$304K	Sell	9,125 -2,664,284	-100%	-$79.8M	﹤0.01%	483
2026 Q1	$63.1M	Buy	2,673,409 +2,645,077	+9,336%	+$68.1M	0.34%	94
2025 Q4	$677K	Buy	28,332 +19,529	+222%	+$448K	0.01%	364
2025 Q3	$204K	Buy	+8,803	New	+$218K	﹤0.01%	403
2014 Q1	–	Sell	-140,000	Closed	-$8.08M	–	241
2013 Q4	$8.08M	Buy	+140,000	New	+$7.55M	0.31%	106

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

Jupiter Asset Management's BEN Position: Q2 2026 in Review

Jupiter Asset Management reduced its Franklin Templeton (BEN) stake by 100% in Q2 2026, selling an estimated $79.8M and leaving 9,125 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Jupiter Asset Management first reported a position in BEN in Q4 2013 and has held it in 5 quarters since. The position peaked at $63.1M in Q1 2026. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Jupiter Asset Management held 9,125 shares of Franklin Templeton worth $304K as of Q2 2026.
Jupiter Asset Management sold 2,664,284 Franklin Templeton shares in Q2 2026, an estimated $79.8M.
Franklin Templeton made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #483 holding.
Jupiter Asset Management first reported a position in Franklin Templeton in Q4 2013 and has held it in 5 quarters since.
Jupiter Asset Management's Franklin Templeton position peaked at $63.1M in Q1 2026.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.