Kopernik Global Investors’s Franklin Templeton BEN Stock Holding History

Kopernik Global Investors’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	$43.9M	Sell	1,320,571 -2,202,016	-63%	-$65.9M	2.69%	12
2026 Q1	$83.2M	Buy	3,522,587 +153,422	+5%	+$3.95M	5.81%	6
2025 Q4	$80.5M	Buy	3,369,165 +633,541	+23%	+$14.5M	6.43%	6
2025 Q3	$63.3M	Sell	2,735,624 -108,225	-4%	-$2.67M	5.16%	10
2025 Q2	$67.8M	Buy	2,843,849 +407,867	+17%	+$8.41M	7.45%	6
2025 Q1	$46.9M	Buy	2,435,982 +1,227,145	+102%	+$24.6M	4.86%	10
2024 Q4	$24.5M	Hold	1,208,837	–	–	2.62%	12
2024 Q3	$24.4M	Buy	+1,208,837	New	+$26M	2.44%	12
2021 Q1	–	Sell	-371,162	Closed	-$9.28M	–	23
2020 Q4	$9.28M	Buy	371,162 +110,532	+42%	+$2.47M	1.28%	16
2020 Q3	$5.3M	Buy	260,630 +2,338	+0.9%	+$49.1K	0.82%	17
2020 Q2	$5.42M	Buy	+258,292	New	+$4.87M	0.97%	16

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

Kopernik Global Investors's BEN Position: Q2 2026 in Review

Kopernik Global Investors reduced its Franklin Templeton (BEN) stake by 63% in Q2 2026, selling an estimated $65.9M and leaving 1,320,571 shares worth $43.9M. The position accounts for 2.69% of the portfolio, ranked #12.

Kopernik Global Investors first reported a position in BEN in Q2 2020 and has held it in 11 quarters since. The position peaked at $83.2M in Q1 2026. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Kopernik Global Investors held 1,320,571 shares of Franklin Templeton worth $43.9M as of Q2 2026.
Kopernik Global Investors sold 2,202,016 Franklin Templeton shares in Q2 2026, an estimated $65.9M.
Franklin Templeton made up 2.69% of Kopernik Global Investors's portfolio in Q2 2026, its #12 holding.
Kopernik Global Investors first reported a position in Franklin Templeton in Q2 2020 and has held it in 11 quarters since.
Kopernik Global Investors's Franklin Templeton position peaked at $83.2M in Q1 2026.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Kopernik Global Investors's 13F filing for Q2 2026, filed 11 Aug 2026.