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Whitener Capital Management’s Franklin Templeton BEN Stock Holding History

Whitener Capital 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 		$600K Sell
18,040
-710
-4% -$21.3K 0.13% 112
2026
Q1 		$443K Buy
18,750
+220
+1% +$5.66K 0.1% 125
2025
Q4 		$443K Sell
18,530
-100
-0.5% -$2.3K 0.1% 124
2025
Q3 		$431K Buy
18,630
+260
+1% +$6.43K 0.1% 121
2025
Q2 		$438K Sell
18,370
-2,875
-14% -$59.2K 0.12% 118
2025
Q1 		$409K Buy
21,245
+688
+3% +$13.8K 0.12% 118
2024
Q4 		$417K Sell
20,557
-3,310
-14% -$69.7K 0.12% 112
2024
Q3 		$481K Buy
23,867
+1,718
+8% +$37K 0.14% 104
2024
Q2 		$495K Buy
22,149
+820
+4% +$19.7K 0.15% 99
2024
Q1 		$600K Sell
21,329
-105
-0.5% -$2.89K 0.2% 91
2023
Q4 		$639K Buy
21,434
+1,460
+7% +$36.3K 0.23% 80
2023
Q3 		$491K Buy
19,974
+460
+2% +$12.4K 0.2% 86
2023
Q2 		$521K Buy
19,514
+1,630
+9% +$42.1K 0.2% 88
2023
Q1 		$482K Buy
17,884
+460
+3% +$13.4K 0.2% 87
2022
Q4 		$460K Buy
17,424
+2,420
+16% +$60.1K 0.2% 85
2022
Q3 		$322K Buy
15,004
+1,640
+12% +$42.1K 0.15% 100
2022
Q2 		$311K Buy
13,364
+4,755
+55% +$122K 0.14% 102
2022
Q1 		$240K Buy
+8,609
New +$263K 0.09% 129
2019
Q4 		– Sell
-650
Closed -$18K – 165
2019
Q3 		$18K Buy
+650
New +$19.9K 0.01% 305

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

Whitener Capital Management's BEN Position: Q2 2026 in Review

Whitener Capital Management reduced its Franklin Templeton (BEN) stake by 3.8% in Q2 2026, selling an estimated $21.3K and leaving 18,040 shares worth $600K. The position accounts for 0.13% of the portfolio, ranked #112.

Whitener Capital Management first reported a position in BEN in Q3 2019 and has held it in 19 quarters since. The position peaked at $639K in Q4 2023. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Whitener Capital Management held 18,040 shares of Franklin Templeton worth $600K as of Q2 2026.
  • Whitener Capital Management sold 710 Franklin Templeton shares in Q2 2026, an estimated $21.3K.
  • Franklin Templeton made up 0.13% of Whitener Capital Management's portfolio in Q2 2026, its #112 holding.
  • Whitener Capital Management first reported a position in Franklin Templeton in Q3 2019 and has held it in 19 quarters since.
  • Whitener Capital Management's Franklin Templeton position peaked at $639K in Q4 2023.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.