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CWA Asset Management Group’s Franklin Templeton BEN Stock Holding History

CWA Asset Management Group’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
-8,883
Closed -$205K – 660
2025
Q3 		$205K Sell
8,883
-568
-6% -$14K 0.01% 638
2025
Q2 		$225K Buy
+9,451
New +$195K 0.01% 597
2024
Q1 		$326K Buy
11,612
+2,501
+27% +$68.9K 0.02% 400
2023
Q4 		$271K Buy
+9,111
New +$227K 0.02% 354

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

CWA Asset Management Group's BEN Position: Q4 2025 in Review

CWA Asset Management Group sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 8,883 shares — an estimated $205K sold.

CWA Asset Management Group first reported a position in BEN in Q4 2023 and held it in 4 quarters. The position peaked at $326K in Q1 2024. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • CWA Asset Management Group reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 8,883 Franklin Templeton shares in Q4 2025, an estimated $205K.
  • CWA Asset Management Group first reported a position in Franklin Templeton in Q4 2023 and held it in 4 quarters.
  • CWA Asset Management Group's Franklin Templeton position peaked at $326K in Q1 2024.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.