BSW Wealth Partners’s Franklin Templeton BEN Stock Holding History

BSW Wealth Partners’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
2025 Q3	–	Sell	-8,556	Closed	-$204K	–	328
2025 Q2	$204K	Buy	+8,556	New	+$176K	0.03%	306

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BSW Wealth Partners's BEN Position: Q3 2025 in Review

BSW Wealth Partners sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 8,556 shares — an estimated $204K sold.

BSW Wealth Partners first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

BSW Wealth Partners reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
BSW Wealth Partners sold 8,556 Franklin Templeton shares in Q3 2025, an estimated $204K.
BSW Wealth Partners first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
BSW Wealth Partners's Franklin Templeton position peaked at $204K in Q2 2025.
591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.