Moors & Cabot
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Moors & Cabot’s Franklin Templeton BEN Stock Holding History

Moors & Cabot’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
Q3 		$297K Buy
+9,250
New +$311K 0.01% 769
2017
Q1 		– Sell
-5,223
Closed -$208K – 522
2016
Q4 		$208K Buy
+5,223
New +$196K 0.03% 470

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Moors & Cabot's BEN Position: Q3 2026 in Review

Moors & Cabot opened a new position in Franklin Templeton (BEN) in Q3 2026: 9,250 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in BEN as recently as Q4 2016.

Moors & Cabot first reported a position in BEN in Q4 2016 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Moors & Cabot held 9,250 shares of Franklin Templeton worth $297K as of Q3 2026.
  • Franklin Templeton was a new Moors & Cabot position in Q3 2026.
  • Franklin Templeton made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #769 holding.
  • Moors & Cabot first reported a position in Franklin Templeton in Q4 2016 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.