Voloridge Investment Management
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Voloridge Investment Management’s Franklin Templeton BEN Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-1,765,840
Closed -$42.2M – 1017
2025
Q4 		$42.2M Buy
1,765,840
+194,716
+12% +$4.47M 0.15% 173
2025
Q3 		$36.3M Sell
1,571,124
-52,476
-3% -$1.3M 0.12% 207
2025
Q2 		$38.7M Sell
1,623,600
-1,423,450
-47% -$29.3M 0.14% 179
2025
Q1 		$58.7M Sell
3,047,050
-96,413
-3% -$1.93M 0.22% 126
2024
Q4 		$63.8M Sell
3,143,463
-431,354
-12% -$9.09M 0.23% 129
2024
Q3 		$72M Buy
3,574,817
+1,790,832
+100% +$38.6M 0.26% 92
2024
Q2 		$39.9M Buy
1,783,985
+1,457,855
+447% +$35.1M 0.15% 205
2024
Q1 		$9.17M Buy
326,130
+312,267
+2,253% +$8.6M 0.03% 507
2023
Q4 		$413K Buy
+13,863
New +$345K ﹤0.01% 1050
2023
Q2 		– Sell
-36,007
Closed -$970K – 1358
2023
Q1 		$970K Buy
+36,007
New +$1.05M ﹤0.01% 1130
2022
Q2 		– Sell
-93,234
Closed -$2.6M – 1426
2022
Q1 		$2.6M Buy
+93,234
New +$2.85M 0.01% 863
2020
Q1 		– Sell
-196,351
Closed -$5.1M – 1099
2019
Q4 		$5.1M Buy
+196,351
New +$5.34M 0.1% 259
2018
Q4 		– Sell
-106,352
Closed -$3.23M – 406
2018
Q3 		$3.23M Buy
106,352
+35,863
+51% +$1.16M 0.07% 175
2018
Q2 		$2.26M Buy
70,489
+62,289
+760% +$2.09M 0.06% 265
2018
Q1 		$284K Sell
8,200
-23,789
-74% -$967K 0.01% 453
2017
Q4 		$1.39M Buy
+31,989
New +$1.39M 0.03% 346
2015
Q4 		– Sell
-517,560
Closed -$19.3M – 188
2015
Q3 		$19.3M Buy
+517,560
New +$22.4M 0.91% 29

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Voloridge Investment Management's BEN Position: Q1 2026 in Review

Voloridge Investment Management sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 1,765,840 shares — an estimated $42.2M sold.

Voloridge Investment Management first reported a position in BEN in Q3 2015 and held it in 17 quarters. The position peaked at $72M in Q3 2024. 611 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Voloridge Investment Management reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 1,765,840 Franklin Templeton shares in Q1 2026, an estimated $42.2M.
  • Voloridge Investment Management first reported a position in Franklin Templeton in Q3 2015 and held it in 17 quarters.
  • Voloridge Investment Management's Franklin Templeton position peaked at $72M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.