Aventura Private Wealth’s Franklin Templeton BEN Stock Holding History

Aventura 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 Q1	–	Sell	-10	Closed	-$239	–	905
2025 Q4	$239	Buy	+10	New	+$230	﹤0.01%	830

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Aventura Private Wealth's BEN Position: Q1 2026 in Review

Aventura Private Wealth sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 10 shares — an estimated $239 sold.

Aventura Private Wealth first reported a position in BEN in Q4 2025 and held it in 1 quarter. The position peaked at $239 in Q4 2025. 611 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Aventura Private Wealth reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
Aventura Private Wealth sold 10 Franklin Templeton shares in Q1 2026, an estimated $239.
Aventura Private Wealth first reported a position in Franklin Templeton in Q4 2025 and held it in 1 quarter.
Aventura Private Wealth's Franklin Templeton position peaked at $239 in Q4 2025.
611 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.