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Lynx Investment Advisory’s Franklin Templeton BEN Stock Holding History

Lynx Investment Advisory’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 		$353K Buy
10,602
+55
+0.5% +$1.65K 0.12% 167
2026
Q1 		$249K Buy
10,547
+999
+10% +$25.7K 0.12% 161
2025
Q4 		$228K Sell
9,548
-40
-0.4% -$918 0.12% 151
2025
Q3 		$222K Sell
9,588
-332
-3% -$8.21K 0.13% 145
2025
Q2 		$237K Buy
+9,920
New +$204K 0.15% 137
2024
Q3 		– Sell
-8,858
Closed -$198K – 201
2024
Q2 		$198K Buy
+8,858
New +$213K 0.15% 131

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

Lynx Investment Advisory's BEN Position: Q2 2026 in Review

Lynx Investment Advisory increased its Franklin Templeton (BEN) stake by 0.52% in Q2 2026, buying an estimated $1.65K and bringing the position to 10,602 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #167.

Lynx Investment Advisory first reported a position in BEN in Q2 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Lynx Investment Advisory held 10,602 shares of Franklin Templeton worth $353K as of Q2 2026.
  • Lynx Investment Advisory bought 55 Franklin Templeton shares in Q2 2026, an estimated $1.65K.
  • Franklin Templeton made up 0.12% of Lynx Investment Advisory's portfolio in Q2 2026, its #167 holding.
  • Lynx Investment Advisory first reported a position in Franklin Templeton in Q2 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.