Abel Hall LLC
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Abel Hall LLC’s Franklin Templeton BEN Stock Holding History

Abel Hall 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 		$285K Sell
8,877
-2
-0% -$67 0.05% 472
2026
Q2 		$295K Sell
8,879
-21,586
-71% -$646K 0.05% 485
2026
Q1 		$720K Buy
30,465
+6,320
+26% +$163K 0.15% 112
2025
Q4 		$577K Buy
24,145
+2,375
+11% +$54.5K 0.13% 140
2025
Q3 		$504K Buy
21,770
+7
+0% +$173 0.2% 93
2025
Q2 		$519K Buy
21,763
+5,605
+35% +$116K 0.24% 74
2025
Q1 		$311K Buy
16,158
+135
+0.8% +$2.7K 0.19% 96
2024
Q4 		$325K Sell
16,023
-33
-0.2% -$695 0.21% 83
2024
Q3 		$324K Sell
16,056
-72
-0.4% -$1.55K 0.21% 79
2024
Q2 		$360K Buy
16,128
+4,936
+44% +$119K 0.26% 64
2024
Q1 		$315K Buy
+11,192
New +$308K 0.24% 72

Other funds holding BEN

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Abel Hall LLC's BEN Position: Q3 2026 in Review

Abel Hall LLC reduced its Franklin Templeton (BEN) stake by 0.02% in Q3 2026, selling an estimated $67 and leaving 8,877 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #472.

Abel Hall LLC first reported a position in BEN in Q1 2024 and has held it in 11 quarters since. The position peaked at $720K in Q1 2026. 253 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Abel Hall LLC held 8,877 shares of Franklin Templeton worth $285K as of Q3 2026.
  • Abel Hall LLC sold 2 Franklin Templeton shares in Q3 2026, an estimated $67.
  • Franklin Templeton made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #472 holding.
  • Abel Hall LLC first reported a position in Franklin Templeton in Q1 2024 and has held it in 11 quarters since.
  • Abel Hall LLC's Franklin Templeton position peaked at $720K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.