LGT Group Foundation’s Franklin Templeton BEN Stock Holding History

LGT Group Foundation’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	$345K	Sell	10,375 -1,815	-15%	-$54.3K	﹤0.01%	248
2026 Q1	$288K	Sell	12,190 -2,770	-19%	-$71.3K	﹤0.01%	255
2025 Q4	$357K	Buy	14,960 +60	+0.4%	+$1.38K	﹤0.01%	246
2025 Q3	$336K	Hold	14,900	–	–	﹤0.01%	248
2025 Q2	$355K	Hold	14,900	–	–	﹤0.01%	251
2025 Q1	$287K	Hold	14,900	–	–	﹤0.01%	260
2024 Q4	$302K	Sell	14,900 -350	-2%	-$7.37K	﹤0.01%	245
2024 Q3	$303K	Hold	15,250	–	–	0.01%	252
2024 Q2	$341K	Buy	15,250 +6,990	+85%	+$168K	0.01%	234
2024 Q1	$232K	Buy	+8,260	New	+$228K	0.01%	227

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

LGT Group Foundation's BEN Position: Q2 2026 in Review

LGT Group Foundation reduced its Franklin Templeton (BEN) stake by 15% in Q2 2026, selling an estimated $54.3K and leaving 10,375 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

LGT Group Foundation first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q4 2025. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

LGT Group Foundation held 10,375 shares of Franklin Templeton worth $345K as of Q2 2026.
LGT Group Foundation sold 1,815 Franklin Templeton shares in Q2 2026, an estimated $54.3K.
Franklin Templeton made up ﹤0.01% of LGT Group Foundation's portfolio in Q2 2026, its #248 holding.
LGT Group Foundation first reported a position in Franklin Templeton in Q1 2024 and has held it in 10 quarters since.
LGT Group Foundation's Franklin Templeton position peaked at $357K in Q4 2025.
666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.