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Sagewood Asset Management’s Franklin Templeton BEN Stock Holding History

Sagewood Asset 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 		$272K Buy
+8,184
New +$245K 0.06% 335

Other funds holding BEN

BlackRock
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
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
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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Sagewood Asset Management's BEN Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 8,184 shares worth $272K. The stake represents 0.06% of the portfolio and ranks #335 among its holdings.

664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sagewood Asset Management held 8,184 shares of Franklin Templeton worth $272K as of Q2 2026.
  • Franklin Templeton was a new Sagewood Asset Management position in Q2 2026.
  • Franklin Templeton made up 0.06% of Sagewood Asset Management's portfolio in Q2 2026, its #335 holding.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.