Basecamp Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Basecamp Wealth Advisors’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	-115	Closed	-$2.75K	–	2033
2025 Q4	$2.75K	Buy	+115	New	+$2.64K	﹤0.01%	1284

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 $3.37T AUM 44.26% 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 40.91% 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

Basecamp Wealth Advisors's BEN Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 115 shares — an estimated $2.75K sold.

Basecamp Wealth Advisors first reported a position in BEN in Q4 2025 and held it in 1 quarter. The position peaked at $2.75K in Q4 2025. 610 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 115 Franklin Templeton shares in Q1 2026, an estimated $2.75K.
Basecamp Wealth Advisors first reported a position in Franklin Templeton in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Franklin Templeton position peaked at $2.75K in Q4 2025.
610 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.