Simplex Trading
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Simplex Trading’s Franklin Templeton BEN Stock Holding History

Simplex Trading’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 		$419K Sell
12,600
-35,500
-74% -$1.06M ﹤0.01% 3827
2026
Q1 		$1.14M Sell
48,100
-103,100
-68% -$2.65M ﹤0.01% 2371
2025
Q4 		$3.61M Sell
151,200
-26,200
-15% -$602K ﹤0.01% 1520
2025
Q3 		$4.1M Sell
177,400
-26,200
-13% -$648K ﹤0.01% 1653
2025
Q2 		$4.86M Buy
203,600
+6,400
+3% +$132K ﹤0.01% 1364
2025
Q1 		$3.8M Sell
197,200
-40,600
-17% -$814K ﹤0.01% 1488
2024
Q4 		$4.82M Sell
237,800
-380,200
-62% -$8.01M ﹤0.01% 1501
2024
Q3 		$12.5M Buy
618,000
+62,400
+11% +$1.34M 0.01% 903
2024
Q2 		$12.4M Buy
555,600
+502,300
+942% +$12.1M 0.01% 886
2024
Q1 		$1.5M Buy
53,300
+1,300
+3% +$35.8K ﹤0.01% 2690
2023
Q4 		$1.55M Sell
52,000
-32,000
-38% -$796K ﹤0.01% 2583
2023
Q3 		$2.06M Buy
84,000
+55,500
+195% +$1.5M ﹤0.01% 2044
2023
Q2 		$761K Sell
28,500
-16,300
-36% -$421K ﹤0.01% 2867
2023
Q1 		$1.21M Buy
44,800
+10,900
+32% +$318K ﹤0.01% 2415
2022
Q4 		$894K Sell
33,900
-1,500
-4% -$37.3K ﹤0.01% 2569
2022
Q3 		$761K Sell
35,400
-27,000
-43% -$694K ﹤0.01% 2975
2022
Q2 		$1.45M Buy
62,400
+13,000
+26% +$332K ﹤0.01% 2198
2022
Q1 		$1.38M Sell
49,400
-48,600
-50% -$1.48M ﹤0.01% 2509
2021
Q4 		$3.28M Buy
98,000
+92,500
+1,682% +$3.04M ﹤0.01% 1554
2021
Q3 		$177K Buy
5,500
+200
+4% +$6.24K ﹤0.01% 5790
2021
Q2 		$169K Buy
5,300
+5,238
+8,448% +$170K ﹤0.01% 5958
2021
Q1 		$183K Sell
62
-508
-89% -$13.9K ﹤0.01% 4876
2020
Q4 		$1.42M Buy
570
+266
+88% +$5.94K ﹤0.01% 2139
2020
Q3 		$618K Sell
304
-254
-46% -$5.33K ﹤0.01% 2764
2020
Q2 		$1.17M Buy
558
+410
+277% +$7.74K ﹤0.01% 2006
2020
Q1 		$247K Buy
148
+73
+97% +$1.68K ﹤0.01% 3348
2019
Q4 		$194K Buy
75
+19
+34% +$516 ﹤0.01% 3791
2019
Q3 		$161K Buy
56
+20
+56% +$611 ﹤0.01% 3789
2019
Q2 		$125K Sell
36
-182
-83% -$6.19K ﹤0.01% 3954
2019
Q1 		$722K Buy
218
+34
+18% +$1.07K ﹤0.01% 2277
2018
Q4 		$545K Buy
184
+168
+1,050% +$5.17K ﹤0.01% 2139
2018
Q3 		$48K Sell
16
-6
-27% -$193 ﹤0.01% 5204
2018
Q2 		$70K Sell
22
-36
-62% -$1.21K ﹤0.01% 4689
2018
Q1 		$2K Sell
58
-485
-89% -$19.7K ﹤0.01% 5199
2017
Q4 		$1K Sell
543
-123
-18% -$5.33K ﹤0.01% 5428
2017
Q3 		$21K Sell
666
-155
-19% -$6.79K ﹤0.01% 3093
2017
Q2 		$71K Buy
821
+697
+562% +$29.8K ﹤0.01% 2053
2017
Q1 		$23K Sell
124
-269
-68% -$11.2K ﹤0.01% 3095
2016
Q4 		$69K Buy
393
+203
+107% +$7.6K ﹤0.01% 1839
2016
Q3 		$41K Buy
190
+171
+900% +$6.05K ﹤0.01% 2265
2016
Q2 		$2K Buy
+19
New +$690 ﹤0.01% 4863
2016
Q1 		– Sell
-47
Closed -$4K – 5568
2015
Q4 		$4K Buy
+47
New +$1.84K ﹤0.01% 3991
2015
Q2 		– Sell
-24
Closed -$3K – 5174
2015
Q1 		$3K Buy
24
+21
+700% +$1.11K ﹤0.01% 3809
2014
Q4 		$1K Buy
+3
New +$166 ﹤0.01% 4041

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

Simplex Trading's BEN Position: Q2 2026 in Review

Simplex Trading opened a new position in Franklin Templeton (BEN) in Q2 2026: 13,116 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #3774 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BEN as recently as Q1 2025.

Simplex Trading first reported a position in BEN in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.32M in Q3 2022. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Simplex Trading held 13,116 shares of Franklin Templeton worth $436K as of Q2 2026.
  • Franklin Templeton was a new Simplex Trading position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3774 holding.
  • Simplex Trading first reported a position in Franklin Templeton in Q1 2015 and has held it in 22 quarters since.
  • Simplex Trading's Franklin Templeton position peaked at $1.32M in Q3 2022.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.