Lido Advisors’s Franklin Templeton BEN Stock Holding History

Lido Advisors’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	$1.02M	Buy	30,453 +20,259	+199%	+$607K	﹤0.01%	1081
2026 Q1	$244K	Buy	10,194 +395	+4%	+$10.2K	﹤0.01%	1678
2025 Q4	$230K	Buy	9,799 +19	+0.2%	+$436	﹤0.01%	1701
2025 Q3	$229K	Sell	9,780 -3,055	-24%	-$75.5K	﹤0.01%	1621
2025 Q2	$308K	Buy	+12,835	New	+$265K	﹤0.01%	1333
2024 Q2	–	Sell	-31,755	Closed	-$902K	–	1424
2024 Q1	$902K	Buy	+31,755	New	+$875K	0.01%	695
2023 Q3	–	Sell	-61,460	Closed	-$1.64M	–	1223
2023 Q2	$1.64M	Buy	+61,460	New	+$1.59M	0.01%	412
2022 Q3	–	Sell	-42,816	Closed	-$998K	–	950
2022 Q2	$998K	Sell	42,816 -13,604	-24%	-$348K	0.01%	357
2022 Q1	$1.57M	Buy	56,420 +12,004	+27%	+$367K	0.02%	296
2021 Q4	$1.49M	Sell	44,416 -1,536	-3%	-$50.6K	0.02%	330
2021 Q3	$1.36M	Buy	45,952 +3,258	+8%	+$102K	0.02%	338
2021 Q2	$1.38M	Sell	42,694 -964	-2%	-$31.2K	0.02%	318
2021 Q1	$1.3M	Buy	43,658 +3,161	+8%	+$86.3K	0.02%	290
2020 Q4	$1.02M	Buy	+40,497	New	+$904K	0.02%	309

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

Lido Advisors's BEN Position: Q2 2026 in Review

Lido Advisors increased its Franklin Templeton (BEN) stake by 199% in Q2 2026, buying an estimated $607K and bringing the position to 30,453 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Lido Advisors first reported a position in BEN in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2023. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Lido Advisors held 30,453 shares of Franklin Templeton worth $1.02M as of Q2 2026.
Lido Advisors bought 20,259 Franklin Templeton shares in Q2 2026, an estimated $607K.
Franklin Templeton made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1081 holding.
Lido Advisors first reported a position in Franklin Templeton in Q4 2020 and has held it in 14 quarters since.
Lido Advisors's Franklin Templeton position peaked at $1.64M in Q2 2023.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.