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LRI Investments’s Franklin Templeton BEN Stock Holding History

LRI Investments’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 		$269K Buy
8,078
+8,037
+19,602% +$241K 0.02% 277
2026
Q1 		$968 Hold
41
– – ﹤0.01% 1321
2025
Q4 		$979 Hold
41
– – ﹤0.01% 1265
2025
Q3 		$948 Hold
41
– – ﹤0.01% 1261
2025
Q2 		$978 Hold
41
– – ﹤0.01% 1215
2025
Q1 		$789 Hold
41
– – ﹤0.01% 1165
2024
Q4 		$832 Hold
41
– – ﹤0.01% 1118
2024
Q3 		$885 Hold
41
– – ﹤0.01% 1109
2024
Q2 		$916 Hold
41
– – ﹤0.01% 1101
2024
Q1 		$1.15K Buy
+41
New +$1.13K ﹤0.01% 790

Other funds holding BEN

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

LRI Investments's BEN Position: Q2 2026 in Review

LRI Investments increased its Franklin Templeton (BEN) stake by 19,602% in Q2 2026, buying an estimated $241K and bringing the position to 8,078 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #277.

LRI Investments first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • LRI Investments held 8,078 shares of Franklin Templeton worth $269K as of Q2 2026.
  • LRI Investments bought 8,037 Franklin Templeton shares in Q2 2026, an estimated $241K.
  • Franklin Templeton made up 0.02% of LRI Investments's portfolio in Q2 2026, its #277 holding.
  • LRI Investments first reported a position in Franklin Templeton in Q1 2024 and has held it in 10 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.