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Carolinas Wealth Consulting’s Franklin Templeton BEN Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-10
Closed -$193 – 91
2025
Q1 		$193 Buy
+10
New +$200 ﹤0.01% 1003
2024
Q2 		– Sell
-5
Closed -$142 – 1046
2024
Q1 		$142 Buy
+5
New +$138 ﹤0.01% 1028

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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Carolinas Wealth Consulting's BEN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Franklin Templeton (BEN) in Q2 2025, closing a stake of 10 shares — an estimated $193 sold.

Carolinas Wealth Consulting first reported a position in BEN in Q1 2024 and held it in 2 quarters. The position peaked at $193 in Q1 2025. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Franklin Templeton position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Franklin Templeton shares in Q2 2025, an estimated $193.
  • Carolinas Wealth Consulting first reported a position in Franklin Templeton in Q1 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Franklin Templeton position peaked at $193 in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.