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Y.D. More Investments’s Franklin Templeton BEN Stock Holding History

Y.D. More 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 		$557 Buy
4,988
+172
+4% +$5.15K ﹤0.01% 452
2026
Q1 		$359 Buy
4,816
+4,594
+2,069% +$118K ﹤0.01% 427
2025
Q4 		$72 Sell
222
-17
-7% -$390 ﹤0.01% 453
2025
Q3 		$17 Sell
239
-41
-15% -$1.01K ﹤0.01% 481
2025
Q2 		$20 Sell
280
-150
-35% -$3.09K ﹤0.01% 445
2025
Q1 		$22 Buy
430
+55
+15% +$1.1K ﹤0.01% 464
2024
Q4 		$21 Buy
375
+207
+123% +$4.36K ﹤0.01% 455
2024
Q3 		$9 Buy
168
+9
+6% +$194 ﹤0.01% 445
2024
Q2 		$9 Buy
+159
New +$3.83K ﹤0.01% 457

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

Y.D. More Investments's BEN Position: Q2 2026 in Review

Y.D. More Investments increased its Franklin Templeton (BEN) stake by 3.6% in Q2 2026, buying an estimated $5.15K and bringing the position to 4,988 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Y.D. More Investments first reported a position in BEN in Q2 2024 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Y.D. More Investments held 4,988 shares of Franklin Templeton worth $557 as of Q2 2026.
  • Y.D. More Investments bought 172 Franklin Templeton shares in Q2 2026, an estimated $5.15K.
  • Franklin Templeton made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #452 holding.
  • Y.D. More Investments first reported a position in Franklin Templeton in Q2 2024 and has held it in 9 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.