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Gilpin Wealth Management’s Franklin Templeton BEN Stock Holding History

Gilpin Wealth 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
Q3 		$2.6K Buy
81
+4
+5% +$134 ﹤0.01% 559
2026
Q2 		$2.56K Hold
77
– – ﹤0.01% 423
2026
Q1 		$1.82K Hold
77
– – ﹤0.01% 431
2025
Q4 		$1.84K Buy
+77
New +$1.77K ﹤0.01% 401

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
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

Gilpin Wealth Management's BEN Position: Q3 2026 in Review

Gilpin Wealth Management increased its Franklin Templeton (BEN) stake by 5.2% in Q3 2026, buying an estimated $134 and bringing the position to 81 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Gilpin Wealth Management first reported a position in BEN in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Gilpin Wealth Management held 81 shares of Franklin Templeton worth $2.6K as of Q3 2026.
  • Gilpin Wealth Management bought 4 Franklin Templeton shares in Q3 2026, an estimated $134.
  • Franklin Templeton made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #559 holding.
  • Gilpin Wealth Management first reported a position in Franklin Templeton in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.