SJS Investment Consulting’s Franklin Templeton BEN Stock Holding History

SJS Investment Consulting’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	$9.15K	Buy	275 +191	+227%	+$5.72K	﹤0.01%	1118
2026 Q1	$1.99K	Buy	84 +20	+31%	+$515	﹤0.01%	1274
2025 Q4	$1.53K	Sell	64 -2,048	-97%	-$47K	﹤0.01%	1188
2025 Q3	$48.9K	Buy	2,112 +2,072	+5,180%	+$51.2K	0.01%	323
2025 Q2	$954	Buy	40 +35	+700%	+$721	﹤0.01%	876
2025 Q1	$97	Hold	5	–	–	﹤0.01%	1524
2024 Q4	$102	Sell	5 -32	-86%	-$674	﹤0.01%	1520
2024 Q3	$746	Sell	37 -36	-49%	-$776	﹤0.01%	1173
2024 Q2	$1.63K	Buy	73 +2	+3%	+$48	﹤0.01%	822
2024 Q1	$2K	Buy	71 +9	+15%	+$248	﹤0.01%	752
2023 Q4	$1.85K	Sell	62 -14	-18%	-$348	﹤0.01%	698
2023 Q3	$1.87K	Buy	76 +21	+38%	+$568	﹤0.01%	665
2023 Q2	$1.47K	Sell	55 -14	-20%	-$362	﹤0.01%	734
2023 Q1	$1.86K	Buy	69 +4	+6%	+$117	﹤0.01%	628
2022 Q4	$1.72K	Buy	65 +9	+16%	+$224	﹤0.01%	695
2022 Q3	$1K	Buy	+56	New	+$1.44K	﹤0.01%	627
2022 Q1	$0	Buy	+11	New	+$336	﹤0.01%	741

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SJS Investment Consulting's BEN Position: Q2 2026 in Review

SJS Investment Consulting increased its Franklin Templeton (BEN) stake by 227% in Q2 2026, buying an estimated $5.72K and bringing the position to 275 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

SJS Investment Consulting first reported a position in BEN in Q1 2022 and has held it in 17 quarters since. The position peaked at $48.9K in Q3 2025. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

SJS Investment Consulting held 275 shares of Franklin Templeton worth $9.15K as of Q2 2026.
SJS Investment Consulting bought 191 Franklin Templeton shares in Q2 2026, an estimated $5.72K.
Franklin Templeton made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1118 holding.
SJS Investment Consulting first reported a position in Franklin Templeton in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Franklin Templeton position peaked at $48.9K in Q3 2025.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.