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Farther Finance Advisors’s Franklin Templeton BEN Stock Holding History

Farther Finance Advisors’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 		$1.61M Buy
50,049
+18,076
+57% +$607K 0.01% 879
2026
Q2 		$1.06M Buy
31,973
+6,051
+23% +$181K 0.01% 1061
2026
Q1 		$611K Buy
25,922
+8,019
+45% +$206K 0.01% 1258
2025
Q4 		$428K Buy
17,903
+2,843
+19% +$65.3K ﹤0.01% 1414
2025
Q3 		$348K Buy
15,060
+841
+6% +$20.8K 0.01% 1293
2025
Q2 		$339K Buy
14,219
+1,532
+12% +$31.6K 0.01% 1117
2025
Q1 		$245K Buy
12,687
+1,551
+14% +$31.1K 0.01% 1147
2024
Q4 		$226K Buy
11,136
+117
+1% +$2.46K 0.01% 932
2024
Q3 		$222K Buy
11,019
+95
+0.9% +$2.05K 0.01% 954
2024
Q2 		$242K Buy
10,924
+1,970
+22% +$47.4K 0.01% 763
2024
Q1 		$247K Buy
8,954
+317
+4% +$8.73K 0.02% 616
2023
Q4 		$257K Buy
8,637
+7,249
+522% +$180K 0.02% 494
2023
Q3 		$34.1K Buy
1,388
+23
+2% +$622 0.01% 917
2023
Q2 		$36.5K Sell
1,365
-81
-6% -$2.09K 0.01% 771
2023
Q1 		$39K Sell
1,446
-62
-4% -$1.81K 0.01% 680
2022
Q4 		$39.8K Buy
+1,508
New +$37.5K 0.02% 541

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors's BEN Position: Q3 2026 in Review

Farther Finance Advisors increased its Franklin Templeton (BEN) stake by 57% in Q3 2026, buying an estimated $607K and bringing the position to 50,049 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #879.

Farther Finance Advisors first reported a position in BEN in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Farther Finance Advisors held 50,049 shares of Franklin Templeton worth $1.61M as of Q3 2026.
  • Farther Finance Advisors bought 18,076 Franklin Templeton shares in Q3 2026, an estimated $607K.
  • Franklin Templeton made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #879 holding.
  • Farther Finance Advisors first reported a position in Franklin Templeton in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.