LECAP Asset Management’s Franklin Templeton BEN Stock Holding History

LECAP 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	$691K	Buy	+20,784	New	+$622K	0.3%	141
2025 Q4	–	Sell	-68,862	Closed	-$1.59M	–	289
2025 Q3	$1.59M	Buy	+68,862	New	+$1.7M	0.55%	56
2024 Q4	–	Sell	-76,238	Closed	-$1.54M	–	294
2024 Q3	$1.54M	Buy	+76,238	New	+$1.64M	0.33%	120
2024 Q2	–	Sell	-24,050	Closed	-$676K	–	320
2024 Q1	$676K	Buy	+24,050	New	+$662K	0.14%	234

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

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

LECAP Asset Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 20,784 shares worth $691K. The stake represents 0.3% of the portfolio and ranks #141 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in BEN as recently as Q3 2025.

LECAP Asset Management first reported a position in BEN in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.59M in Q3 2025. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

LECAP Asset Management held 20,784 shares of Franklin Templeton worth $691K as of Q2 2026.
Franklin Templeton was a new LECAP Asset Management position in Q2 2026.
Franklin Templeton made up 0.3% of LECAP Asset Management's portfolio in Q2 2026, its #141 holding.
LECAP Asset Management first reported a position in Franklin Templeton in Q1 2024 and has held it in 4 quarters since.
LECAP Asset Management's Franklin Templeton position peaked at $1.59M in Q3 2025.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.