Mackenzie Financial
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Mackenzie Financial’s Franklin Templeton BEN Stock Holding History

Mackenzie Financial’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 		$13.9M Buy
419,110
+7,305
+2% +$219K 0.01% 524
2026
Q1 		$9.73M Buy
411,805
+249,365
+154% +$6.42M 0.01% 527
2025
Q4 		$3.87M Buy
162,440
+21,893
+16% +$503K ﹤0.01% 702
2025
Q3 		$3.25M Buy
140,547
+130,502
+1,299% +$3.23M ﹤0.01% 710
2025
Q2 		$240K Buy
+10,045
New +$207K ﹤0.01% 1479
2024
Q4 		– Sell
-11,184
Closed -$225K – 1704
2024
Q3 		$225K Sell
11,184
-24,524
-69% -$528K ﹤0.01% 1324
2024
Q2 		$798K Buy
35,708
+3,263
+10% +$78.6K ﹤0.01% 908
2024
Q1 		$912K Sell
32,445
-6,545
-17% -$180K ﹤0.01% 894
2023
Q4 		$1.16M Buy
38,990
+654
+2% +$16.3K ﹤0.01% 839
2023
Q3 		$895K Buy
38,336
+4,202
+12% +$114K ﹤0.01% 873
2023
Q2 		$918K Buy
34,134
+4,726
+16% +$122K ﹤0.01% 877
2023
Q1 		$792K Buy
29,408
+1,567
+6% +$45.8K ﹤0.01% 905
2022
Q4 		$734K Buy
27,841
+1,255
+5% +$31.2K ﹤0.01% 827
2022
Q3 		$572K Sell
26,586
-5,671
-18% -$146K ﹤0.01% 904
2022
Q2 		$752K Buy
32,257
+9,741
+43% +$249K ﹤0.01% 876
2022
Q1 		$629K Buy
+22,516
New +$688K ﹤0.01% 957
2016
Q1 		– Sell
-14,042
Closed -$517K – 803
2015
Q4 		$517K Hold
14,042
– – ﹤0.01% 659
2015
Q3 		$523K Sell
14,042
-2,768
-16% -$120K ﹤0.01% 658
2015
Q2 		$824K Sell
16,810
-971
-5% -$49.8K ﹤0.01% 588
2015
Q1 		$913K Buy
17,781
+503
+3% +$26.7K ﹤0.01% 567
2014
Q4 		$957K Buy
17,278
+893
+5% +$49.3K ﹤0.01% 544
2014
Q3 		$895K Buy
16,385
+1,135
+7% +$63.6K ﹤0.01% 526
2014
Q2 		$882K Buy
15,250
+993
+7% +$54.3K ﹤0.01% 531
2014
Q1 		$772K Buy
14,257
+1,328
+10% +$71.5K ﹤0.01% 547
2013
Q4 		$746K Sell
12,929
-61,004
-83% -$3.29M ﹤0.01% 546
2013
Q3 		$3.74M Buy
73,933
+63,001
+576% +$3.04M 0.02% 325
2013
Q2 		$496K Buy
+10,932
New +$557K ﹤0.01% 582

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

Mackenzie Financial's BEN Position: Q2 2026 in Review

Mackenzie Financial increased its Franklin Templeton (BEN) stake by 1.8% in Q2 2026, buying an estimated $219K and bringing the position to 419,110 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #524.

Mackenzie Financial first reported a position in BEN in Q2 2013 and has held it in 27 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Mackenzie Financial held 419,110 shares of Franklin Templeton worth $13.9M as of Q2 2026.
  • Mackenzie Financial bought 7,305 Franklin Templeton shares in Q2 2026, an estimated $219K.
  • Franklin Templeton made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #524 holding.
  • Mackenzie Financial first reported a position in Franklin Templeton in Q2 2013 and has held it in 27 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.