Superior Planning, LLC’s Franklin Templeton BEN Stock Holding History

Superior Planning, LLC’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 Q3	$1.48K	Buy	+46	New	+$1.55K	﹤0.01%	1658

Other funds holding BEN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's BEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Franklin Templeton (BEN) in Q3 2026: 46 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings.

491 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Superior Planning, LLC held 46 shares of Franklin Templeton worth $1.48K as of Q3 2026.
Franklin Templeton was a new Superior Planning, LLC position in Q3 2026.
Franklin Templeton made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1658 holding.
491 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.