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GAMMA Investing’s Franklin Templeton BEN Stock Holding History

GAMMA Investing’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 		$664K Buy
20,669
+2,064
+11% +$69.3K 0.02% 574
2026
Q2 		$619K Buy
18,605
+2,350
+14% +$70.4K 0.02% 559
2026
Q1 		$384K Buy
16,255
+3,085
+23% +$79.4K 0.02% 702
2025
Q4 		$315K Buy
13,170
+744
+6% +$17.1K 0.02% 736
2025
Q3 		$287K Buy
12,426
+1,744
+16% +$43.1K 0.02% 741
2025
Q2 		$255K Buy
10,682
+2,897
+37% +$59.7K 0.02% 759
2025
Q1 		$150K Buy
7,785
+226
+3% +$4.53K 0.01% 935
2024
Q4 		$153K Buy
7,559
+725
+11% +$15.3K 0.01% 834
2024
Q3 		$138K Sell
6,834
-878
-11% -$18.9K 0.01% 800
2024
Q2 		$172K Buy
7,712
+4,102
+114% +$98.8K 0.02% 550
2024
Q1 		$101K Sell
3,610
-382
-10% -$10.5K 0.02% 650
2023
Q4 		$106K Buy
+3,992
New +$99.3K 0.03% 521

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

GAMMA Investing's BEN Position: Q3 2026 in Review

GAMMA Investing increased its Franklin Templeton (BEN) stake by 11% in Q3 2026, buying an estimated $69.3K and bringing the position to 20,669 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #574.

GAMMA Investing first reported a position in BEN in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • GAMMA Investing held 20,669 shares of Franklin Templeton worth $664K as of Q3 2026.
  • GAMMA Investing bought 2,064 Franklin Templeton shares in Q3 2026, an estimated $69.3K.
  • Franklin Templeton made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #574 holding.
  • GAMMA Investing first reported a position in Franklin Templeton in Q4 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.