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 Q3	$849K	Buy	26,420 +3,740	+16%	+$126K	0.15%	106
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Morse Asset Management's BEN Position: Q3 2026 in Review

Morse Asset Management increased its Franklin Templeton (BEN) stake by 16% in Q3 2026, buying an estimated $126K and bringing the position to 26,420 shares worth $849K. The position accounts for 0.15% of the portfolio, ranked #106.

Morse Asset Management first reported a position in BEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.96M in Q2 2025. 412 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Morse Asset Management held 26,420 shares of Franklin Templeton worth $849K as of Q3 2026.
Morse Asset Management bought 3,740 Franklin Templeton shares in Q3 2026, an estimated $126K.
Franklin Templeton made up 0.15% of Morse Asset Management's portfolio in Q3 2026, its #106 holding.
Morse Asset Management first reported a position in Franklin Templeton in Q2 2025 and has held it in 6 quarters since.
Morse Asset Management's Franklin Templeton position peaked at $1.96M in Q2 2025.
412 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.