Maltese Capital Management’s Franklin Templeton BEN Stock Holding History

Maltese Capital Management’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	$2.77M	Sell	83,300 -2,400	-3%	-$71.9K	0.51%	73
2026 Q1	$2.02M	Buy	85,700 +75,700	+757%	+$1.95M	0.4%	74
2025 Q4	$239K	Buy	+10,000	New	+$230K	0.04%	107
2025 Q3	–	Sell	-133,097	Closed	-$3.17M	–	126
2025 Q2	$3.17M	Sell	133,097 -43,903	-25%	-$905K	0.45%	76
2025 Q1	$3.41M	Buy	177,000 +87,000	+97%	+$1.74M	0.55%	62
2024 Q4	$1.83M	Buy	+90,000	New	+$1.9M	0.28%	88
2024 Q3	–	Sell	-30,000	Closed	-$671K	–	105
2024 Q2	$671K	Buy	30,000 +10,000	+50%	+$241K	0.12%	86
2024 Q1	$562K	Buy	+20,000	New	+$551K	0.11%	84
2015 Q3	–	Sell	-43,200	Closed	-$2.12M	–	216
2015 Q2	$2.12M	Buy	+43,200	New	+$2.22M	0.24%	126
2015 Q1	–	Sell	-12,700	Closed	-$703K	–	207
2014 Q4	$703K	Hold	12,700	–	–	0.08%	179
2014 Q3	$694K	Sell	12,700 -5,900	-32%	-$330K	0.08%	170
2014 Q2	$1.08M	Sell	18,600 -49,900	-73%	-$2.73M	0.14%	144
2014 Q1	$3.71M	Buy	68,500 +3,400	+5%	+$183K	0.45%	84
2013 Q4	$3.76M	Buy	65,100 +15,100	+30%	+$814K	0.39%	95
2013 Q3	$2.53M	Buy	50,000 +12,500	+33%	+$603K	0.26%	107
2013 Q2	$1.7M	Buy	+37,500	New	+$1.91M	0.18%	128

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

Maltese Capital Management's BEN Position: Q2 2026 in Review

Maltese Capital Management reduced its Franklin Templeton (BEN) stake by 2.8% in Q2 2026, selling an estimated $71.9K and leaving 83,300 shares worth $2.77M. The position accounts for 0.51% of the portfolio, ranked #73.

Maltese Capital Management first reported a position in BEN in Q2 2013 and has held it in 16 quarters since. The position peaked at $3.76M in Q4 2013. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Maltese Capital Management held 83,300 shares of Franklin Templeton worth $2.77M as of Q2 2026.
Maltese Capital Management sold 2,400 Franklin Templeton shares in Q2 2026, an estimated $71.9K.
Franklin Templeton made up 0.51% of Maltese Capital Management's portfolio in Q2 2026, its #73 holding.
Maltese Capital Management first reported a position in Franklin Templeton in Q2 2013 and has held it in 16 quarters since.
Maltese Capital Management's Franklin Templeton position peaked at $3.76M in Q4 2013.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Maltese Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.