Balance Wealth
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Balance Wealth’s Franklin Templeton BEN Stock Holding History

Balance 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 		$592 Buy
+18
New +$605 ﹤0.01% 879

Other funds holding BEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Balance Wealth's BEN Position: Q3 2026 in Review

Balance Wealth opened a new position in Franklin Templeton (BEN) in Q3 2026: 18 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

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

  • Balance Wealth held 18 shares of Franklin Templeton worth $592 as of Q3 2026.
  • Franklin Templeton was a new Balance Wealth position in Q3 2026.
  • Franklin Templeton made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #879 holding.
  • 579 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.