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Avion Wealth’s Franklin Templeton BEN Stock Holding History

Avion 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 		– Sell
-28
Closed – – 1427
2026
Q2 		$0 Hold
28
– – ﹤0.01% 1443
2026
Q1 		$0 Hold
28
– – ﹤0.01% 1251
2025
Q4 		$0 Hold
28
– – ﹤0.01% 1242
2025
Q3 		$0 Hold
28
– – ﹤0.01% 1211
2025
Q2 		$0 Sell
28
-21
-43% -$433 ﹤0.01% 1175
2025
Q1 		$0 Buy
+49
New +$982 ﹤0.01% 1026
2024
Q4 		– Sell
-49
Closed – – 1011
2024
Q3 		$0 Sell
49
-3
-6% -$65 ﹤0.01% 1005
2024
Q2 		$1K Hold
52
– – ﹤0.01% 686
2024
Q1 		$2K Hold
52
– – ﹤0.01% 638
2023
Q4 		$2K Buy
+52
New +$1.29K ﹤0.01% 535

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Avion Wealth's BEN Position: Q3 2026 in Review

Avion Wealth sold out of Franklin Templeton (BEN) in Q3 2026, closing a stake of 28 shares.

Avion Wealth first reported a position in BEN in Q4 2023 and held it in 10 quarters. The position peaked at $2K in Q1 2024. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Avion Wealth reported no remaining Franklin Templeton position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 28 Franklin Templeton shares in Q3 2026.
  • Avion Wealth first reported a position in Franklin Templeton in Q4 2023 and held it in 10 quarters.
  • Avion Wealth's Franklin Templeton position peaked at $2K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.