CFD
BEN icon

Creative Financial Designs’s Franklin Templeton BEN Stock Holding History

Creative Financial Designs’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
-1,487
Closed -$34.4K – 2070
2025
Q3 		$34.4K Sell
1,487
-662
-31% -$16.4K ﹤0.01% 975
2025
Q2 		$51.2K Sell
2,149
-454
-17% -$9.36K ﹤0.01% 855
2025
Q1 		$50.1K Sell
2,603
-56
-2% -$1.12K ﹤0.01% 822
2024
Q4 		$54K Sell
2,659
-1,293
-33% -$27.2K ﹤0.01% 769
2024
Q3 		$79.6K Buy
3,952
+256
+7% +$5.52K 0.01% 649
2024
Q2 		$82.6K Buy
3,696
+1,579
+75% +$38K 0.01% 623
2024
Q1 		$59.5K Buy
2,117
+1,078
+104% +$29.7K 0.01% 686
2023
Q4 		$31K Buy
+1,039
New +$25.8K ﹤0.01% 802
2021
Q4 		– Sell
-66
Closed -$2K – 1220
2021
Q3 		$2K Hold
66
– – ﹤0.01% 1286
2021
Q2 		$2K Hold
66
– – ﹤0.01% 1302
2021
Q1 		$2K Hold
66
– – ﹤0.01% 1191
2020
Q4 		$2K Hold
66
– – ﹤0.01% 1109
2020
Q3 		$1K Hold
66
– – ﹤0.01% 1132
2020
Q2 		$1K Buy
+66
New +$1.25K ﹤0.01% 1078
2017
Q1 		– Sell
-300
Closed -$12K – 722
2016
Q4 		$12K Buy
+300
New +$11.2K 0.01% 375

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

Creative Financial Designs's BEN Position: Q4 2025 in Review

Creative Financial Designs sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 1,487 shares — an estimated $34.4K sold.

Creative Financial Designs first reported a position in BEN in Q4 2016 and held it in 15 quarters. The position peaked at $82.6K in Q2 2024. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Creative Financial Designs reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1,487 Franklin Templeton shares in Q4 2025, an estimated $34.4K.
  • Creative Financial Designs first reported a position in Franklin Templeton in Q4 2016 and held it in 15 quarters.
  • Creative Financial Designs's Franklin Templeton position peaked at $82.6K in Q2 2024.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.