Elevation Wealth Partners
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Elevation Wealth Partners’s Franklin Templeton BEN Stock Holding History

Elevation Wealth Partners’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
Q3 		$32.9K Buy
1,024
+601
+142% +$20.2K 0.01% 508
2026
Q2 		$14.1K Buy
423
+325
+332% +$9.7K ﹤0.01% 700
2026
Q1 		$2.32K Buy
98
+72
+277% +$1.85K ﹤0.01% 878
2025
Q4 		$622 Sell
26
-8
-24% -$184 ﹤0.01% 900
2025
Q3 		$787 Buy
+34
New +$840 ﹤0.01% 764

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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's BEN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Franklin Templeton (BEN) stake by 142% in Q3 2026, buying an estimated $20.2K and bringing the position to 1,024 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #508.

Elevation Wealth Partners first reported a position in BEN in Q3 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Elevation Wealth Partners held 1,024 shares of Franklin Templeton worth $32.9K as of Q3 2026.
  • Elevation Wealth Partners bought 601 Franklin Templeton shares in Q3 2026, an estimated $20.2K.
  • Franklin Templeton made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #508 holding.
  • Elevation Wealth Partners first reported a position in Franklin Templeton in Q3 2025 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.