&Partners’s Franklin Templeton BEN Stock Holding History

&Partners’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	$383K	Sell	11,502 -711	-6%	-$21.3K	﹤0.01%	1986
2026 Q1	$288K	Buy	12,213 +3,184	+35%	+$81.9K	﹤0.01%	2022
2025 Q4	$216K	Buy	+9,029	New	+$207K	﹤0.01%	2103

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 $3.38T AUM 44.17% 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

&Partners's BEN Position: Q2 2026 in Review

&Partners reduced its Franklin Templeton (BEN) stake by 5.8% in Q2 2026, selling an estimated $21.3K and leaving 11,502 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

&Partners first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

&Partners held 11,502 shares of Franklin Templeton worth $383K as of Q2 2026.
&Partners sold 711 Franklin Templeton shares in Q2 2026, an estimated $21.3K.
Franklin Templeton made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1986 holding.
&Partners first reported a position in Franklin Templeton in Q4 2025 and has held it in 3 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.