Ogorek Anthony Joseph’s Franklin Templeton BEN Stock Holding History

Ogorek Anthony Joseph’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	$9K	Hold	289	–	–	﹤0.01%	411
2026 Q1	$6K	Hold	289	–	–	﹤0.01%	453
2025 Q4	$6K	Hold	289	–	–	﹤0.01%	449
2025 Q3	$6K	Hold	289	–	–	﹤0.01%	461
2025 Q2	$6K	Sell	289 -244	-46%	-$5.03K	﹤0.01%	447
2025 Q1	$10K	Buy	+533	New	+$10.7K	﹤0.01%	355
2021 Q3	–	Sell	-1,000	Closed	-$31K	–	226
2021 Q2	$31K	Hold	1,000	–	–	0.01%	96
2021 Q1	$29K	Hold	1,000	–	–	0.01%	87
2020 Q4	$24K	Buy	+1,000	New	+$22.3K	0.01%	84

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ogorek Anthony Joseph's BEN Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Franklin Templeton (BEN) position steady in Q2 2026 at 289 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Ogorek Anthony Joseph first reported a position in BEN in Q4 2020 and has held it in 9 quarters since. The position peaked at $31K in Q2 2021. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Ogorek Anthony Joseph held 289 shares of Franklin Templeton worth $9K as of Q2 2026.
Ogorek Anthony Joseph left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #411 holding.
Ogorek Anthony Joseph first reported a position in Franklin Templeton in Q4 2020 and has held it in 9 quarters since.
Ogorek Anthony Joseph's Franklin Templeton position peaked at $31K in Q2 2021.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.