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MQS Management’s Franklin Templeton BEN Stock Holding History

MQS 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
2025
Q3 		– Sell
-8,425
Closed -$201K – 434
2025
Q2 		$201K Buy
+8,425
New +$174K 0.11% 398
2024
Q3 		– Sell
-16,257
Closed -$363K – 451
2024
Q2 		$363K Buy
+16,257
New +$392K 0.22% 192
2024
Q1 		– Sell
-6,765
Closed -$202K – 459
2023
Q4 		$202K Sell
6,765
-7,012
-51% -$174K 0.11% 382
2023
Q3 		$339K Buy
+13,777
New +$373K 0.21% 216
2023
Q2 		– Sell
-17,577
Closed -$474K – 418
2023
Q1 		$474K Buy
+17,577
New +$513K 0.3% 107
2022
Q2 		– Sell
-8,342
Closed -$233K – 399
2022
Q1 		$233K Buy
+8,342
New +$255K 0.19% 258

Other funds holding BEN

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MQS Management's BEN Position: Q3 2025 in Review

MQS Management sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 8,425 shares — an estimated $201K sold.

MQS Management first reported a position in BEN in Q1 2022 and held it in 6 quarters. The position peaked at $474K in Q1 2023. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • MQS Management reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • MQS Management sold 8,425 Franklin Templeton shares in Q3 2025, an estimated $201K.
  • MQS Management first reported a position in Franklin Templeton in Q1 2022 and held it in 6 quarters.
  • MQS Management's Franklin Templeton position peaked at $474K in Q1 2023.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on MQS Management's 13F filing for Q3 2025, filed 6 Nov 2025.