Mizuho Markets Americas’s Franklin Templeton BEN Stock Holding History

Mizuho Markets Americas’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
2025 Q4	–	Sell	-11,414	Closed	-$264K	–	183
2025 Q3	$264K	Sell	11,414 -5,090	-31%	-$126K	0.01%	168
2025 Q2	$394K	Sell	16,504 -46,698	-74%	-$962K	0.01%	91
2025 Q1	$1.22M	Sell	63,202 -69,698	-52%	-$1.4M	0.03%	168
2024 Q4	$2.7M	Sell	132,900 -124,603	-48%	-$2.62M	0.05%	150
2024 Q3	$5.19M	Buy	257,503 +12,219	+5%	+$263K	0.11%	134
2024 Q2	$5.48M	Sell	245,284 -129,274	-35%	-$3.11M	0.13%	128
2024 Q1	$10.5M	Buy	374,558 +174,071	+87%	+$4.79M	0.26%	95
2023 Q4	$5.97M	Buy	200,487 +88,849	+80%	+$2.21M	0.17%	58
2023 Q3	$2.74M	Buy	+111,638	New	+$3.02M	0.1%	130

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Mizuho Markets Americas's BEN Position: Q4 2025 in Review

Mizuho Markets Americas sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 11,414 shares — an estimated $264K sold.

Mizuho Markets Americas first reported a position in BEN in Q3 2023 and held it in 9 quarters. The position peaked at $10.5M in Q1 2024. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Mizuho Markets Americas reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
Mizuho Markets Americas sold 11,414 Franklin Templeton shares in Q4 2025, an estimated $264K.
Mizuho Markets Americas first reported a position in Franklin Templeton in Q3 2023 and held it in 9 quarters.
Mizuho Markets Americas's Franklin Templeton position peaked at $10.5M in Q1 2024.
576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Mizuho Markets Americas's 13F filing for Q4 2025, filed 6 Feb 2026.