Mather Group’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $311K | Buy |
9,354
+909
| +11% | +$27.2K | ﹤0.01% | 659 |
|
|
2026
Q1 | $199K | Buy |
+8,445
| New | +$217K | ﹤0.01% | 734 |
|
|
2025
Q4 | – | Sell |
-3,334
| Closed | -$77.1K | – | 753 |
|
|
2025
Q3 | $77.1K | Buy |
+3,334
| New | +$82.4K | ﹤0.01% | 814 |
|
|
2025
Q2 | – | Sell |
-1,328
| Closed | -$25.6K | – | 721 |
|
|
2025
Q1 | $25.6K | Sell |
1,328
-620,887
| -100% | -$12.4M | ﹤0.01% | 1035 |
|
|
2024
Q4 | $12.6M | Buy |
622,215
+21,592
| +4% | +$455K | 0.16% | 72 |
|
|
2024
Q3 | $12.1M | Buy |
600,623
+113,976
| +23% | +$2.46M | 0.16% | 74 |
|
|
2024
Q2 | $13.7M | Buy |
486,647
+4,269
| +0.9% | +$103K | 0.17% | 68 |
|
|
2024
Q1 | $14.4M | Sell |
482,378
-1,370
| -0.3% | -$37.7K | 0.23% | 44 |
|
|
2023
Q4 | $14.4M | Buy |
483,748
+8,151
| +2% | +$203K | 0.23% | 44 |
|
|
2023
Q3 | $11.7M | Buy |
475,597
+8,235
| +2% | +$223K | 0.21% | 53 |
|
|
2023
Q2 | $12.5M | Buy |
467,362
+30,635
| +7% | +$792K | 0.2% | 58 |
|
|
2023
Q1 | $11.8M | Sell |
436,727
-23,696
| -5% | -$692K | 0.21% | 54 |
|
|
2022
Q4 | $12.1M | Buy |
460,423
+18,035
| +4% | +$448K | 0.23% | 50 |
|
|
2022
Q3 | $9.52M | Buy |
442,388
+17,624
| +4% | +$453K | 0.2% | 55 |
|
|
2022
Q2 | $9.9M | Buy |
424,764
+46,853
| +12% | +$1.2M | 0.23% | 53 |
|
|
2022
Q1 | $10.6M | Buy |
377,911
+15,613
| +4% | +$477K | 0.21% | 49 |
|
|
2021
Q4 | $12.1M | Buy |
362,298
+4,061
| +1% | +$134K | 0.24% | 43 |
|
|
2021
Q3 | $10.6M | Buy |
358,237
+8,395
| +2% | +$262K | 0.26% | 38 |
|
|
2021
Q2 | $11.2M | Sell |
349,842
-1,311
| -0.4% | -$42.5K | 0.28% | 33 |
|
|
2021
Q1 | $10.4M | Buy |
351,153
+15,388
| +5% | +$420K | 0.29% | 35 |
|
|
2020
Q4 | $8.39M | Buy |
335,765
+33,378
| +11% | +$745K | 0.27% | 36 |
|
|
2020
Q3 | $6.15M | Buy |
302,387
+34,484
| +13% | +$724K | 0.24% | 38 |
|
|
2020
Q2 | $5.62M | Buy |
267,903
+25,547
| +11% | +$482K | 0.26% | 37 |
|
|
2020
Q1 | $4.04M | Buy |
242,356
+51,330
| +27% | +$1.18M | 0.28% | 41 |
|
|
2019
Q4 | $4.96M | Buy |
191,026
+27,635
| +17% | +$751K | 0.31% | 39 |
|
|
2019
Q3 | $4.71M | Buy |
163,391
+25,215
| +18% | +$771K | 0.35% | 36 |
|
|
2019
Q2 | $4.81M | Buy |
138,176
+14,195
| +11% | +$483K | 0.39% | 27 |
|
|
2019
Q1 | $4.11M | Buy |
+123,981
| New | +$3.91M | 0.34% | 29 |
|
Other funds holding BEN
PCOC
ACL
Mather Group's BEN Position: Q2 2026 in Review
Mather Group increased its Franklin Templeton (BEN) stake by 11% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,354 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #659.
Mather Group first reported a position in BEN in Q1 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q4 2023. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Mather Group held 9,354 shares of Franklin Templeton worth $311K as of Q2 2026.
- Mather Group bought 909 Franklin Templeton shares in Q2 2026, an estimated $27.2K.
- Franklin Templeton made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #659 holding.
- Mather Group first reported a position in Franklin Templeton in Q1 2019 and has held it in 28 quarters since.
- Mather Group's Franklin Templeton position peaked at $14.4M in Q4 2023.
- 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.