Patton Fund Management’s Franklin Templeton BEN Stock Holding History

Patton Fund 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	–	Sell	-10,205	Closed	-$241K	–	132
2026 Q1	$241K	Hold	10,205	–	–	0.04%	327
2025 Q4	$244K	Sell	10,205 -1,562	-13%	-$35.9K	0.03%	123
2025 Q3	$272K	Hold	11,767	–	–	0.05%	173
2025 Q2	$281K	Buy	+11,767	New	+$242K	0.06%	99
2022 Q1	–	Sell	-73,606	Closed	-$2.46M	–	90
2021 Q4	$2.46M	Buy	+73,606	New	+$2.42M	0.75%	41

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

Patton Fund Management's BEN Position: Q2 2026 in Review

Patton Fund Management sold out of Franklin Templeton (BEN) in Q2 2026, closing a stake of 10,205 shares — an estimated $241K sold.

Patton Fund Management first reported a position in BEN in Q4 2021 and held it in 5 quarters. The position peaked at $2.46M in Q4 2021. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Patton Fund Management reported no remaining Franklin Templeton position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 10,205 Franklin Templeton shares in Q2 2026, an estimated $241K.
Patton Fund Management first reported a position in Franklin Templeton in Q4 2021 and held it in 5 quarters.
Patton Fund Management's Franklin Templeton position peaked at $2.46M in Q4 2021.
668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.