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Forum Financial Management’s Franklin Templeton BEN Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-15,101
Closed -$361K – 408
2025
Q4 		$361K Buy
15,101
+10
+0.1% +$230 ﹤0.01% 650
2025
Q3 		$349K Buy
15,091
+1,187
+9% +$29.3K ﹤0.01% 657
2025
Q2 		$332K Buy
+13,904
New +$287K 0.01% 618

Other funds holding BEN

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's BEN Position: Q1 2026 in Review

Forum Financial Management sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 15,101 shares — an estimated $361K sold.

Forum Financial Management first reported a position in BEN in Q2 2025 and held it in 3 quarters. The position peaked at $361K in Q4 2025. 610 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Forum Financial Management reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 15,101 Franklin Templeton shares in Q1 2026, an estimated $361K.
  • Forum Financial Management first reported a position in Franklin Templeton in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Franklin Templeton position peaked at $361K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.