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Shepherd Kaplan Krochuk’s Franklin Templeton BEN Stock Holding History

Shepherd Kaplan Krochuk’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 		$694K Sell
20,848
-2,361
-10% -$70.7K 0.55% 41
2026
Q1 		$548K Sell
23,209
-122
-0.5% -$3.14K 0.46% 41
2025
Q4 		$557K Sell
23,331
-1,714
-7% -$39.4K 0.46% 44
2025
Q3 		$579K Sell
25,045
-2,791
-10% -$69K 0.48% 43
2025
Q2 		$664K Sell
27,836
-75
-0.3% -$1.55K 0.58% 41
2025
Q1 		$537K Buy
+27,911
New +$559K 0.46% 48

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

Shepherd Kaplan Krochuk's BEN Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Franklin Templeton (BEN) stake by 10% in Q2 2026, selling an estimated $70.7K and leaving 20,848 shares worth $694K. The position accounts for 0.55% of the portfolio, ranked #41.

Shepherd Kaplan Krochuk first reported a position in BEN in Q1 2025 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Shepherd Kaplan Krochuk held 20,848 shares of Franklin Templeton worth $694K as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 2,361 Franklin Templeton shares in Q2 2026, an estimated $70.7K.
  • Franklin Templeton made up 0.55% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #41 holding.
  • Shepherd Kaplan Krochuk first reported a position in Franklin Templeton in Q1 2025 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.