Poehling Capital Management’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Sell |
54,403
-516
| -0.9% | -$15.5K | 0.39% | 65 |
|
|
2026
Q1 | $1.3M | Sell |
54,919
-104
| -0.2% | -$2.68K | 0.27% | 75 |
|
|
2025
Q4 | $1.31M | Sell |
55,023
-8
| -0% | -$184 | 0.27% | 71 |
|
|
2025
Q3 | $1.27M | Sell |
55,031
-833
| -1% | -$20.6K | 0.27% | 71 |
|
|
2025
Q2 | $1.33M | Buy |
55,864
+134
| +0.2% | +$2.76K | 0.31% | 66 |
|
|
2025
Q1 | $1.07M | Buy |
55,730
+157
| +0.3% | +$3.15K | 0.27% | 75 |
|
|
2024
Q4 | $1.13M | Sell |
55,573
-52,632
| -49% | -$1.11M | 0.28% | 76 |
|
|
2024
Q3 | $2.18M | Sell |
108,205
-2,463
| -2% | -$53.1K | 0.56% | 54 |
|
|
2024
Q2 | $2.47M | Sell |
110,668
-201
| -0.2% | -$4.84K | 0.68% | 45 |
|
|
2024
Q1 | $3.12M | Buy |
110,869
+22
| +0% | +$606 | 0.83% | 39 |
|
|
2023
Q4 | $3.3M | Sell |
110,847
-940
| -0.8% | -$23.4K | 1.05% | 29 |
|
|
2023
Q3 | $2.75M | Buy |
111,787
+476
| +0.4% | +$12.9K | 0.96% | 31 |
|
|
2023
Q2 | $2.97M | Sell |
111,311
-2,716
| -2% | -$70.2K | 1% | 31 |
|
|
2023
Q1 | $3.07M | Sell |
114,027
-1,215
| -1% | -$35.5K | 1.04% | 33 |
|
|
2022
Q4 | $3.04M | Buy |
115,242
+2,898
| +3% | +$72K | 1.14% | 27 |
|
|
2022
Q3 | $2.42M | Sell |
112,344
-659
| -0.6% | -$16.9K | 1.01% | 28 |
|
|
2022
Q2 | $2.63M | Buy |
113,003
+53,734
| +91% | +$1.37M | 0.99% | 31 |
|
|
2022
Q1 | $1.66M | Buy |
59,269
+1,032
| +2% | +$31.5K | 0.51% | 56 |
|
|
2021
Q4 | $1.95M | Sell |
58,237
-2,346
| -4% | -$77.2K | 0.63% | 54 |
|
|
2021
Q3 | $1.8M | Sell |
60,583
-2,166
| -3% | -$67.6K | 0.61% | 54 |
|
|
2021
Q2 | $2.01M | Buy |
62,749
+10,486
| +20% | +$340K | 0.64% | 57 |
|
|
2021
Q1 | $1.55M | Sell |
52,263
-118
| -0.2% | -$3.22K | 0.54% | 62 |
|
|
2020
Q4 | $1.31M | Buy |
+52,381
| New | +$1.17M | 0.52% | 69 |
|
|
2019
Q4 | – | Sell |
-7,063
| Closed | -$204K | – | 110 |
|
|
2019
Q3 | $204K | Sell |
7,063
-520
| -7% | -$15.9K | 0.15% | 93 |
|
|
2019
Q2 | $264K | Buy |
7,583
+355
| +5% | +$12.1K | 0.18% | 91 |
|
|
2019
Q1 | $240K | Hold |
7,228
| – | – | 0.17% | 93 |
|
|
2018
Q4 | $214K | Sell |
7,228
-5,735
| -44% | -$176K | 0.21% | 88 |
|
|
2018
Q3 | $394K | Buy |
12,963
+2,610
| +25% | +$84.1K | 0.28% | 80 |
|
|
2018
Q2 | $332K | Sell |
10,353
-3,835
| -27% | -$128K | 0.29% | 76 |
|
|
2018
Q1 | $492K | Sell |
14,188
-50
| -0.4% | -$2.03K | 0.4% | 63 |
|
|
2017
Q4 | $617K | Buy |
+14,238
| New | +$617K | 0.52% | 58 |
|
Other funds holding BEN
PCOC
ACL
Poehling Capital Management's BEN Position: Q2 2026 in Review
Poehling Capital Management reduced its Franklin Templeton (BEN) stake by 0.94% in Q2 2026, selling an estimated $15.5K and leaving 54,403 shares worth $1.81M. The position accounts for 0.39% of the portfolio, ranked #65.
Poehling Capital Management first reported a position in BEN in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.3M in Q4 2023. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Poehling Capital Management held 54,403 shares of Franklin Templeton worth $1.81M as of Q2 2026.
- Poehling Capital Management sold 516 Franklin Templeton shares in Q2 2026, an estimated $15.5K.
- Franklin Templeton made up 0.39% of Poehling Capital Management's portfolio in Q2 2026, its #65 holding.
- Poehling Capital Management first reported a position in Franklin Templeton in Q4 2017 and has held it in 31 quarters since.
- Poehling Capital Management's Franklin Templeton position peaked at $3.3M in Q4 2023.
- 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.