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Yousif Capital Management’s Franklin Templeton BEN Stock Holding History

Yousif 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 		$10.5M Sell
315,443
-5,196
-2% -$156K 0.12% 146
2026
Q1 		$7.57M Sell
320,639
-9,228
-3% -$237K 0.09% 211
2025
Q4 		$8.19M Sell
329,867
-2,415
-0.7% -$55.5K 0.09% 200
2025
Q3 		$7.69M Sell
332,282
-27,951
-8% -$691K 0.08% 220
2025
Q2 		$8.59M Buy
360,233
+6,320
+2% +$130K 0.09% 199
2025
Q1 		$6.81M Buy
353,913
+54,663
+18% +$1.1M 0.08% 235
2024
Q4 		$6.07M Sell
299,250
-19,922
-6% -$420K 0.07% 269
2024
Q3 		$6.43M Buy
319,172
+26,415
+9% +$569K 0.07% 263
2024
Q2 		$6.54M Sell
292,757
-2,173
-0.7% -$52.3K 0.07% 249
2024
Q1 		$8.29M Buy
294,930
+4,342
+1% +$120K 0.09% 208
2023
Q4 		$8.66M Buy
290,588
+2,338
+0.8% +$58.2K 0.1% 183
2023
Q3 		$7.09M Sell
288,250
-688
-0.2% -$18.6K 0.09% 209
2023
Q2 		$7.72M Buy
288,938
+2,423
+0.8% +$62.6K 0.09% 196
2023
Q1 		$7.72M Sell
286,515
-18,781
-6% -$549K 0.1% 194
2022
Q4 		$8.05M Buy
305,296
+16,086
+6% +$399K 0.11% 192
2022
Q3 		$6.22M Buy
289,210
+6,659
+2% +$171K 0.09% 217
2022
Q2 		$6.59M Buy
282,551
+20,129
+8% +$515K 0.09% 214
2022
Q1 		$7.33M Sell
262,422
-5,824
-2% -$178K 0.08% 234
2021
Q4 		$8.98M Buy
+268,246
New +$8.83M 0.09% 185

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management reduced its Franklin Templeton (BEN) stake by 1.6% in Q2 2026, selling an estimated $156K and leaving 315,443 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #146.

Yousif Capital Management first reported a position in BEN in Q4 2021 and has held it in 19 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Yousif Capital Management held 315,443 shares of Franklin Templeton worth $10.5M as of Q2 2026.
  • Yousif Capital Management sold 5,196 Franklin Templeton shares in Q2 2026, an estimated $156K.
  • Franklin Templeton made up 0.12% of Yousif Capital Management's portfolio in Q2 2026, its #146 holding.
  • Yousif Capital Management first reported a position in Franklin Templeton in Q4 2021 and has held it in 19 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.