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SummitTX Capital’s Franklin Templeton BEN Stock Holding History

SummitTX Capital’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 		$3.73M Sell
112,072
-8,076
-7% -$242K 0.1% 235
2026
Q1 		$2.84M Sell
120,148
-78,446
-40% -$2.02M 0.09% 246
2025
Q4 		$4.74M Buy
198,594
+121,836
+159% +$2.8M 0.14% 166
2025
Q3 		$1.78M Sell
76,758
-25,166
-25% -$622K 0.07% 279
2025
Q2 		$2.43M Buy
101,924
+39,716
+64% +$818K 0.1% 226
2025
Q1 		$1.2M Buy
+62,208
New +$1.25M 0.05% 358

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

SummitTX Capital's BEN Position: Q2 2026 in Review

SummitTX Capital reduced its Franklin Templeton (BEN) stake by 6.7% in Q2 2026, selling an estimated $242K and leaving 112,072 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #235.

SummitTX Capital first reported a position in BEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.74M in Q4 2025. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • SummitTX Capital held 112,072 shares of Franklin Templeton worth $3.73M as of Q2 2026.
  • SummitTX Capital sold 8,076 Franklin Templeton shares in Q2 2026, an estimated $242K.
  • Franklin Templeton made up 0.1% of SummitTX Capital's portfolio in Q2 2026, its #235 holding.
  • SummitTX Capital first reported a position in Franklin Templeton in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Franklin Templeton position peaked at $4.74M in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.