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Consolidated Portfolio Review Corp’s Franklin Templeton BEN Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-13,255
Closed -$307K – 68
2025
Q3 		$307K Sell
13,255
-4,125
-24% -$102K 0.04% 365
2025
Q2 		$415K Buy
17,380
+305
+2% +$6.29K 0.06% 283
2025
Q1 		$329K Buy
+17,075
New +$342K 0.05% 287

Other funds holding BEN

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Consolidated Portfolio Review Corp's BEN Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 13,255 shares — an estimated $307K sold.

Consolidated Portfolio Review Corp first reported a position in BEN in Q1 2025 and held it in 3 quarters. The position peaked at $415K in Q2 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 13,255 Franklin Templeton shares in Q4 2025, an estimated $307K.
  • Consolidated Portfolio Review Corp first reported a position in Franklin Templeton in Q1 2025 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's Franklin Templeton position peaked at $415K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.