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Wright Investors Service’s Franklin Templeton BEN Stock Holding History

Wright Investors Service’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 		$607K Sell
18,234
-1,056
-5% -$31.6K 0.17% 111
2026
Q1 		$456K Buy
19,290
+116
+0.6% +$2.98K 0.14% 125
2025
Q4 		$458K Sell
19,174
-563
-3% -$12.9K 0.14% 125
2025
Q3 		$457K Sell
19,737
-1,231
-6% -$30.4K 0.13% 126
2025
Q2 		$500K Buy
20,968
+706
+3% +$14.5K 0.15% 116
2025
Q1 		$390K Sell
20,262
-1,787
-8% -$35.8K 0.13% 128
2024
Q4 		$447K Sell
22,049
-45,735
-67% -$963K 0.15% 119
2024
Q3 		$1.37M Sell
67,784
-25,085
-27% -$540K 0.36% 76
2024
Q2 		$2.08M Buy
92,869
+29,878
+47% +$720K 0.55% 54
2024
Q1 		$1.77M Buy
62,991
+1,673
+3% +$46.1K 0.45% 71
2023
Q4 		$1.83M Sell
61,318
-11,516
-16% -$286K 0.51% 64
2023
Q3 		$1.79M Buy
72,834
+1,071
+1% +$29K 0.52% 61
2023
Q2 		$1.92M Sell
71,763
-7,187
-9% -$186K 0.54% 60
2023
Q1 		$2.13M Buy
78,950
+197
+0.3% +$5.75K 0.6% 57
2022
Q4 		$2.08M Buy
78,753
+681
+0.9% +$16.9K 0.6% 64
2022
Q3 		$1.68M Sell
78,072
-6,032
-7% -$155K 0.53% 70
2022
Q2 		$1.96M Buy
84,104
+4,224
+5% +$108K 0.56% 65
2022
Q1 		$2.23M Buy
79,880
+1,535
+2% +$46.9K 0.55% 60
2021
Q4 		$2.62M Buy
78,345
+5,913
+8% +$195K 0.66% 48
2021
Q3 		$2.15M Buy
72,432
+4,696
+7% +$146K 0.61% 58
2021
Q2 		$2.17M Buy
67,736
+2,607
+4% +$84.5K 0.59% 55
2021
Q1 		$1.93M Buy
+65,129
New +$1.78M 0.58% 61
2016
Q1 		– Sell
-19,028
Closed -$701K – 220
2015
Q4 		$701K Buy
19,028
+12,300
+183% +$481K 0.26% 137
2015
Q3 		$251K Buy
+6,728
New +$291K 0.11% 200

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

Wright Investors Service's BEN Position: Q2 2026 in Review

Wright Investors Service reduced its Franklin Templeton (BEN) stake by 5.5% in Q2 2026, selling an estimated $31.6K and leaving 18,234 shares worth $607K. The position accounts for 0.17% of the portfolio, ranked #111.

Wright Investors Service first reported a position in BEN in Q3 2015 and has held it in 24 quarters since. The position peaked at $2.62M in Q4 2021. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Wright Investors Service held 18,234 shares of Franklin Templeton worth $607K as of Q2 2026.
  • Wright Investors Service sold 1,056 Franklin Templeton shares in Q2 2026, an estimated $31.6K.
  • Franklin Templeton made up 0.17% of Wright Investors Service's portfolio in Q2 2026, its #111 holding.
  • Wright Investors Service first reported a position in Franklin Templeton in Q3 2015 and has held it in 24 quarters since.
  • Wright Investors Service's Franklin Templeton position peaked at $2.62M in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.