Patton Fund Management
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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
Q3 		$3.24M Buy
+100,972
New +$3.39M 0.83% 36
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Patton Fund Management's BEN Position: Q3 2026 in Review

Patton Fund Management opened a new position in Franklin Templeton (BEN) in Q3 2026: 100,972 shares worth $3.24M. The stake represents 0.83% of the portfolio and ranks #36 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in BEN as recently as Q1 2026.

Patton Fund Management first reported a position in BEN in Q4 2021 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Patton Fund Management held 100,972 shares of Franklin Templeton worth $3.24M as of Q3 2026.
  • Franklin Templeton was a new Patton Fund Management position in Q3 2026.
  • Franklin Templeton made up 0.83% of Patton Fund Management's portfolio in Q3 2026, its #36 holding.
  • Patton Fund Management first reported a position in Franklin Templeton in Q4 2021 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.