UniSuper Management’s Franklin Templeton BEN Stock Holding History

UniSuper Management’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	$692K	Sell	20,814 -38,296	-65%	-$1.15M	﹤0.01%	547
2026 Q1	$1.4M	Sell	59,110 -7,968	-12%	-$205K	0.01%	527
2025 Q4	$1.6M	Sell	67,078 -9,361	-12%	-$215K	0.01%	514
2025 Q3	$1.77M	Buy	76,439 +6,348	+9%	+$157K	0.01%	528
2025 Q2	$1.67M	Sell	70,091 -12,124	-15%	-$250K	0.01%	522
2025 Q1	$1.58M	Buy	82,215 +5,898	+8%	+$118K	0.01%	519
2024 Q4	$1.55M	Buy	76,317 +8,115	+12%	+$171K	0.01%	513
2024 Q3	$1.37M	Buy	68,202 +13,775	+25%	+$297K	0.01%	541
2024 Q2	$1.22M	Buy	54,427 +18,792	+53%	+$453K	0.01%	542
2024 Q1	$1M	Buy	35,635 +30,937	+659%	+$852K	0.01%	541
2023 Q4	$140K	Buy	4,698 +2,598	+124%	+$64.6K	﹤0.01%	606
2023 Q3	$51.6K	Hold	2,100	–	–	﹤0.01%	708
2023 Q2	$56.1K	Buy	+2,100	New	+$54.3K	﹤0.01%	694

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 $3.37T AUM 44.26% 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

UniSuper Management's BEN Position: Q2 2026 in Review

UniSuper Management reduced its Franklin Templeton (BEN) stake by 65% in Q2 2026, selling an estimated $1.15M and leaving 20,814 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

UniSuper Management first reported a position in BEN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2025. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

UniSuper Management held 20,814 shares of Franklin Templeton worth $692K as of Q2 2026.
UniSuper Management sold 38,296 Franklin Templeton shares in Q2 2026, an estimated $1.15M.
Franklin Templeton made up ﹤0.01% of UniSuper Management's portfolio in Q2 2026, its #547 holding.
UniSuper Management first reported a position in Franklin Templeton in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's Franklin Templeton position peaked at $1.77M in Q3 2025.
664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.