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Sovran Advisors’s Franklin Templeton BEN Stock Holding History

Sovran Advisors’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 		$639K Sell
19,157
-11,677
-38% -$350K 0.05% 332
2026
Q1 		$924K Sell
30,834
-4,400
-12% -$113K 0.07% 257
2025
Q4 		$915K Buy
35,234
+9,481
+37% +$218K 0.08% 251
2025
Q3 		$586K Buy
25,753
+343
+1% +$8.48K 0.05% 303
2025
Q2 		$623K Buy
25,410
+348
+1% +$7.17K 0.07% 281
2025
Q1 		$441K Buy
25,062
+11,167
+80% +$224K 0.06% 310
2024
Q4 		$270K Buy
+13,895
New +$293K 0.04% 354

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

Sovran Advisors's BEN Position: Q2 2026 in Review

Sovran Advisors reduced its Franklin Templeton (BEN) stake by 38% in Q2 2026, selling an estimated $350K and leaving 19,157 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #332.

Sovran Advisors first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $924K in Q1 2026. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Sovran Advisors held 19,157 shares of Franklin Templeton worth $639K as of Q2 2026.
  • Sovran Advisors sold 11,677 Franklin Templeton shares in Q2 2026, an estimated $350K.
  • Franklin Templeton made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #332 holding.
  • Sovran Advisors first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Franklin Templeton position peaked at $924K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.