Zacks Investment Management’s Franklin Templeton BEN Stock Holding History

Zacks 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 Q2	$3.03M	Buy	+91,016	New	+$2.73M	0.02%	319
2021 Q3	–	Sell	-99,216	Closed	-$3.17M	–	607
2021 Q2	$3.17M	Sell	99,216 -40,064	-29%	-$1.3M	0.05%	234
2021 Q1	$4.12M	Buy	139,280 +8,913	+7%	+$243K	0.07%	187
2020 Q4	$3.26M	Buy	130,367 +3,845	+3%	+$85.8K	0.06%	196
2020 Q3	$2.57M	Buy	126,522 +33,543	+36%	+$704K	0.05%	195
2020 Q2	$1.95M	Buy	+92,979	New	+$1.75M	0.04%	203
2019 Q4	–	Sell	-104,110	Closed	-$3M	–	535
2019 Q3	$3M	Sell	104,110 -5,709	-5%	-$174K	0.06%	195
2019 Q2	$3.82M	Buy	+109,819	New	+$3.73M	0.08%	172

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Zacks Investment Management's BEN Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 91,016 shares worth $3.03M. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in BEN as recently as Q2 2021.

Zacks Investment Management first reported a position in BEN in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.12M in Q1 2021. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Zacks Investment Management held 91,016 shares of Franklin Templeton worth $3.03M as of Q2 2026.
Franklin Templeton was a new Zacks Investment Management position in Q2 2026.
Franklin Templeton made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #319 holding.
Zacks Investment Management first reported a position in Franklin Templeton in Q2 2019 and has held it in 8 quarters since.
Zacks Investment Management's Franklin Templeton position peaked at $4.12M in Q1 2021.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.