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Tidal Investments’s Franklin Templeton BEN Stock Holding History

Tidal Investments’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 		$2.7M Buy
81,148
+8,442
+12% +$253K ﹤0.01% 1204
2026
Q1 		$1.72M Sell
72,706
-19,720
-21% -$507K ﹤0.01% 1202
2025
Q4 		$2.21M Buy
92,426
+19,916
+27% +$457K 0.01% 923
2025
Q3 		$1.68M Buy
72,510
+9,689
+15% +$239K ﹤0.01% 982
2025
Q2 		$1.5M Sell
62,821
-16,159
-20% -$333K 0.01% 847
2025
Q1 		$1.52M Sell
78,980
-215,550
-73% -$4.32M 0.01% 810
2024
Q4 		$5.98M Buy
294,530
+6,534
+2% +$138K 0.05% 379
2024
Q3 		$5.8M Sell
287,996
-13,788
-5% -$297K 0.06% 295
2024
Q2 		$6.74M Sell
301,784
-33,593
-10% -$809K 0.09% 200
2024
Q1 		$9.43M Sell
335,377
-187,568
-36% -$5.17M 0.16% 119
2023
Q4 		$15.6M Buy
522,945
+295,933
+130% +$7.36M 0.36% 57
2023
Q3 		$5.58M Buy
227,012
+94,363
+71% +$2.55M 0.17% 107
2023
Q2 		$3.54M Buy
132,649
+86,278
+186% +$2.23M 0.1% 190
2023
Q1 		$1.25M Buy
46,371
+2,399
+5% +$70.1K 0.04% 418
2022
Q4 		$1.16M Sell
43,972
-425
-1% -$10.6K 0.04% 399
2022
Q3 		$955K Buy
44,397
+4,998
+13% +$128K 0.04% 382
2022
Q2 		$918K Buy
39,399
+7,112
+22% +$182K 0.03% 405
2022
Q1 		$901K Buy
32,287
+2,439
+8% +$74.5K 0.03% 461
2021
Q4 		$1M Buy
29,848
+9,935
+50% +$327K 0.03% 404
2021
Q3 		$592K Buy
19,913
+4,708
+31% +$147K 0.02% 473
2021
Q2 		$486K Buy
15,205
+6,256
+70% +$203K 0.02% 438
2021
Q1 		$265K Buy
+8,949
New +$244K 0.01% 462

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

Tidal Investments's BEN Position: Q2 2026 in Review

Tidal Investments increased its Franklin Templeton (BEN) stake by 12% in Q2 2026, buying an estimated $253K and bringing the position to 81,148 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Tidal Investments first reported a position in BEN in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.6M in Q4 2023. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Tidal Investments held 81,148 shares of Franklin Templeton worth $2.7M as of Q2 2026.
  • Tidal Investments bought 8,442 Franklin Templeton shares in Q2 2026, an estimated $253K.
  • Franklin Templeton made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1204 holding.
  • Tidal Investments first reported a position in Franklin Templeton in Q1 2021 and has held it in 22 quarters since.
  • Tidal Investments's Franklin Templeton position peaked at $15.6M in Q4 2023.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.