Rothwell Investment Advisors, LLC’s Franklin Templeton BEN Stock Holding History

Rothwell Investment Advisors, 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	$16.4K	Buy	+509	New	+$17.1K	0.01%	669

Other funds holding BEN

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BEN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Franklin Templeton (BEN) in Q3 2026: 509 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings.

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

Rothwell Investment Advisors, LLC held 509 shares of Franklin Templeton worth $16.4K as of Q3 2026.
Franklin Templeton was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Franklin Templeton made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #669 holding.
351 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.