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Center for Financial Planning’s Franklin Templeton BEN Stock Holding History

Center for Financial Planning’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
-252
Closed -$6.02K – 664
2025
Q4 		$6.02K Buy
+252
New +$5.79K ﹤0.01% 540
2020
Q2 		– Sell
-379
Closed -$6K – 463
2020
Q1 		$6K Buy
+379
New +$8.7K ﹤0.01% 382

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Center for Financial Planning's BEN Position: Q1 2026 in Review

Center for Financial Planning sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 252 shares — an estimated $6.02K sold.

Center for Financial Planning first reported a position in BEN in Q1 2020 and held it in 2 quarters. The position peaked at $6.02K in Q4 2025. 611 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Center for Financial Planning reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 252 Franklin Templeton shares in Q1 2026, an estimated $6.02K.
  • Center for Financial Planning first reported a position in Franklin Templeton in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Franklin Templeton position peaked at $6.02K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.