MV Capital Management’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26K | Buy |
38
+2
| +6% | +$60 | ﹤0.01% | 864 |
|
|
2026
Q1 | $851 | Hold |
36
| – | – | ﹤0.01% | 892 |
|
|
2025
Q4 | $861 | Hold |
36
| – | – | ﹤0.01% | 845 |
|
|
2025
Q3 | $833 | Hold |
36
| – | – | ﹤0.01% | 810 |
|
|
2025
Q2 | $859 | Sell |
36
-31
| -46% | -$639 | ﹤0.01% | 790 |
|
|
2025
Q1 | $1.29K | Buy |
67
+37
| +123% | +$741 | ﹤0.01% | 734 |
|
|
2024
Q4 | $609 | Sell |
30
-77
| -72% | -$1.62K | ﹤0.01% | 792 |
|
|
2024
Q3 | $2.16K | Sell |
107
-72
| -40% | -$1.55K | ﹤0.01% | 692 |
|
|
2024
Q2 | $4K | Sell |
179
-22
| -11% | -$530 | ﹤0.01% | 621 |
|
|
2024
Q1 | $5.65K | Sell |
201
-5
| -2% | -$138 | ﹤0.01% | 592 |
|
|
2023
Q4 | $6.14K | Buy |
206
+18
| +10% | +$448 | ﹤0.01% | 580 |
|
|
2023
Q3 | $4.62K | Hold |
188
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $5.02K | Sell |
188
-21
| -10% | -$543 | ﹤0.01% | 591 |
|
|
2023
Q1 | $5.63K | Buy |
209
+21
| +11% | +$613 | ﹤0.01% | 581 |
|
|
2022
Q4 | $4.96K | Buy |
188
+29
| +18% | +$720 | ﹤0.01% | 555 |
|
|
2022
Q3 | $3K | Buy |
159
+14
| +10% | +$360 | ﹤0.01% | 581 |
|
|
2022
Q2 | $3K | Buy |
145
+92
| +174% | +$2.35K | ﹤0.01% | 594 |
|
|
2022
Q1 | $1K | Sell |
53
-58
| -52% | -$1.77K | ﹤0.01% | 669 |
|
|
2021
Q4 | $4K | Buy |
111
+83
| +296% | +$2.73K | ﹤0.01% | 610 |
|
|
2021
Q3 | $1K | Buy |
+28
| New | +$873 | ﹤0.01% | 685 |
|
|
2020
Q2 | – | Sell |
-89
| Closed | -$1K | – | 282 |
|
|
2020
Q1 | $1K | Sell |
89
-332
| -79% | -$7.62K | ﹤0.01% | 320 |
|
|
2019
Q4 | $11K | Sell |
421
-32
| -7% | -$870 | ﹤0.01% | 238 |
|
|
2019
Q3 | $13K | Hold |
453
| – | – | ﹤0.01% | 219 |
|
|
2019
Q2 | $16K | Buy |
453
+63
| +16% | +$2.14K | ﹤0.01% | 208 |
|
|
2019
Q1 | $13K | Buy |
390
+289
| +286% | +$9.13K | ﹤0.01% | 210 |
|
|
2018
Q4 | $3K | Buy |
101
+67
| +197% | +$2.06K | ﹤0.01% | 287 |
|
|
2018
Q3 | $1K | Buy |
+34
| New | +$1.1K | ﹤0.01% | 343 |
|
|
2017
Q3 | – | Sell |
-159
| Closed | -$7K | – | 360 |
|
|
2017
Q2 | $7K | Hold |
159
| – | – | ﹤0.01% | 272 |
|
|
2017
Q1 | $7K | Hold |
159
| – | – | ﹤0.01% | 265 |
|
|
2016
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 269 |
|
|
2016
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 264 |
|
|
2016
Q2 | $5K | Hold |
159
| – | – | ﹤0.01% | 269 |
|
|
2016
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 248 |
|
|
2015
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 263 |
|
|
2015
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 252 |
|
|
2015
Q2 | $8K | Hold |
159
| – | – | ﹤0.01% | 316 |
|
|
2015
Q1 | $8K | Hold |
159
| – | – | ﹤0.01% | 306 |
|
|
2014
Q4 | $9K | Buy |
+159
| New | +$8.78K | ﹤0.01% | 297 |
|
Other funds holding BEN
PCOC
ACL
MV Capital Management's BEN Position: Q2 2026 in Review
MV Capital Management increased its Franklin Templeton (BEN) stake by 5.6% in Q2 2026, buying an estimated $60 and bringing the position to 38 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #864.
MV Capital Management first reported a position in BEN in Q4 2014 and has held it in 38 quarters since. The position peaked at $16K in Q2 2019. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- MV Capital Management held 38 shares of Franklin Templeton worth $1.26K as of Q2 2026.
- MV Capital Management bought 2 Franklin Templeton shares in Q2 2026, an estimated $60.
- Franklin Templeton made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #864 holding.
- MV Capital Management first reported a position in Franklin Templeton in Q4 2014 and has held it in 38 quarters since.
- MV Capital Management's Franklin Templeton position peaked at $16K in Q2 2019.
- 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.