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Morse Asset Management’s Franklin Templeton BEN Stock Holding History

Morse Asset 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 		$755K Buy
22,680
+20,230
+826% +$606K 0.13% 117
2026
Q1 		$57.9K Hold
2,450
– – 0.01% 218
2025
Q4 		$58.5K Sell
2,450
-7,200
-75% -$165K 0.01% 212
2025
Q3 		$223K Sell
9,650
-72,420
-88% -$1.79M 0.04% 148
2025
Q2 		$1.96M Buy
+82,070
New +$1.69M 0.43% 60

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

Morse Asset Management's BEN Position: Q2 2026 in Review

Morse Asset Management increased its Franklin Templeton (BEN) stake by 826% in Q2 2026, buying an estimated $606K and bringing the position to 22,680 shares worth $755K. The position accounts for 0.13% of the portfolio, ranked #117.

Morse Asset Management first reported a position in BEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q2 2025. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Morse Asset Management held 22,680 shares of Franklin Templeton worth $755K as of Q2 2026.
  • Morse Asset Management bought 20,230 Franklin Templeton shares in Q2 2026, an estimated $606K.
  • Franklin Templeton made up 0.13% of Morse Asset Management's portfolio in Q2 2026, its #117 holding.
  • Morse Asset Management first reported a position in Franklin Templeton in Q2 2025 and has held it in 5 quarters since.
  • Morse Asset Management's Franklin Templeton position peaked at $1.96M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.