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NEOS Investment Management’s Franklin Templeton BEN Stock Holding History

NEOS Investment 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 		$1.65M Buy
49,680
+5,083
+11% +$152K 0.01% 542
2026
Q1 		$1.05M Buy
44,597
+67
+0.2% +$1.72K 0.01% 552
2025
Q4 		$1.06M Buy
44,530
+7,248
+19% +$166K 0.01% 545
2025
Q3 		$862K Buy
37,282
+12,285
+49% +$304K 0.01% 536
2025
Q2 		$596K Buy
24,997
+5,349
+27% +$110K 0.01% 527
2025
Q1 		$378K Buy
19,648
+3,753
+24% +$75.2K 0.01% 542
2024
Q4 		$323K Buy
15,895
+3,731
+31% +$78.6K 0.01% 553
2024
Q3 		$245K Buy
12,164
+2,436
+25% +$52.5K 0.01% 557
2024
Q2 		$217K Buy
+9,728
New +$234K 0.01% 557

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

NEOS Investment Management's BEN Position: Q2 2026 in Review

NEOS Investment Management increased its Franklin Templeton (BEN) stake by 11% in Q2 2026, buying an estimated $152K and bringing the position to 49,680 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #542.

NEOS Investment Management first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • NEOS Investment Management held 49,680 shares of Franklin Templeton worth $1.65M as of Q2 2026.
  • NEOS Investment Management bought 5,083 Franklin Templeton shares in Q2 2026, an estimated $152K.
  • Franklin Templeton made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #542 holding.
  • NEOS Investment Management first reported a position in Franklin Templeton in Q2 2024 and has held it in 9 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.