Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Franklin Templeton BEN Stock Holding History

Ashton Thomas Private Wealth’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 		$483K Buy
15,039
+3,336
+29% +$112K 0.01% 794
2026
Q2 		$389K Buy
11,703
+646
+6% +$19.3K 0.01% 878
2026
Q1 		$261K Buy
+11,057
New +$284K 0.01% 944
2025
Q2 		– Sell
-41,489
Closed -$812K – 831
2025
Q1 		$812K Buy
41,489
+12,052
+41% +$242K 0.03% 431
2024
Q4 		$607K Buy
+29,437
New +$620K 0.02% 496
2023
Q3 		– Sell
-20,789
Closed -$555K – 567
2023
Q2 		$555K Buy
20,789
+168
+0.8% +$4.34K 0.04% 383
2023
Q1 		$556K Sell
20,621
-22,057
-52% -$644K 0.05% 349
2022
Q4 		$1.13M Buy
42,678
+2,992
+8% +$74.3K 0.11% 216
2022
Q3 		$854K Sell
39,686
-21,122
-35% -$543K 0.1% 234
2022
Q2 		$1.42M Buy
+60,808
New +$1.56M 0.15% 170
2020
Q1 		– Sell
-26,900
Closed -$699K – 211
2019
Q4 		$699K Sell
26,900
-378
-1% -$10.3K 0.23% 113
2019
Q3 		$787K Sell
27,278
-6,348
-19% -$194K 0.33% 78
2019
Q2 		$1.17M Buy
33,626
+6,043
+22% +$205K 0.45% 59
2019
Q1 		$914K Buy
+27,583
New +$871K 0.38% 67

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Ashton Thomas Private Wealth's BEN Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Franklin Templeton (BEN) stake by 29% in Q3 2026, buying an estimated $112K and bringing the position to 15,039 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #794.

Ashton Thomas Private Wealth first reported a position in BEN in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.42M in Q2 2022. 408 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Ashton Thomas Private Wealth held 15,039 shares of Franklin Templeton worth $483K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 3,336 Franklin Templeton shares in Q3 2026, an estimated $112K.
  • Franklin Templeton made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #794 holding.
  • Ashton Thomas Private Wealth first reported a position in Franklin Templeton in Q1 2019 and has held it in 14 quarters since.
  • Ashton Thomas Private Wealth's Franklin Templeton position peaked at $1.42M in Q2 2022.
  • 408 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.