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Plato Investment Management’s Franklin Templeton BEN Stock Holding History

Plato 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
Q1 		– Sell
-9,029
Closed -$217K – 519
2025
Q4 		$217K Hold
9,029
– – 0.01% 392
2025
Q3 		$207K Sell
9,029
-12,034
-57% -$297K 0.01% 391
2025
Q2 		$501K Hold
21,063
– – 0.04% 345
2025
Q1 		$410K Hold
21,063
– – 0.03% 348
2024
Q4 		$429K Sell
21,063
-4,204
-17% -$88.6K 0.03% 351
2024
Q3 		$509K Hold
25,267
– – 0.04% 316
2024
Q2 		$565K Hold
25,267
– – 0.05% 266
2024
Q1 		$710K Buy
+25,267
New +$696K 0.07% 236

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Plato Investment Management's BEN Position: Q1 2026 in Review

Plato Investment Management sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 9,029 shares — an estimated $217K sold.

Plato Investment Management first reported a position in BEN in Q1 2024 and held it in 8 quarters. The position peaked at $710K in Q1 2024. 611 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Plato Investment Management reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • Plato Investment Management sold 9,029 Franklin Templeton shares in Q1 2026, an estimated $217K.
  • Plato Investment Management first reported a position in Franklin Templeton in Q1 2024 and held it in 8 quarters.
  • Plato Investment Management's Franklin Templeton position peaked at $710K in Q1 2024.
  • 611 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.