Key Capital Management
BEN icon

Key Capital Management’s Franklin Templeton BEN Stock Holding History

Key Capital 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
Q3 		$9.9K Sell
309
-60
-16% -$2.02K ﹤0.01% 379
2026
Q2 		$12.3K Sell
369
-732
-66% -$21.9K 0.01% 312
2026
Q1 		$26K Buy
1,101
+654
+146% +$16.8K 0.02% 211
2025
Q4 		$10.7K Buy
+447
New +$10.3K 0.01% 268

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Capital Management's BEN Position: Q3 2026 in Review

Key Capital Management reduced its Franklin Templeton (BEN) stake by 16% in Q3 2026, selling an estimated $2.02K and leaving 309 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Key Capital Management first reported a position in BEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $26K in Q1 2026. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Key Capital Management held 309 shares of Franklin Templeton worth $9.9K as of Q3 2026.
  • Key Capital Management sold 60 Franklin Templeton shares in Q3 2026, an estimated $2.02K.
  • Franklin Templeton made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #379 holding.
  • Key Capital Management first reported a position in Franklin Templeton in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Franklin Templeton position peaked at $26K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.