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GoalVest Advisory’s Franklin Templeton BEN Stock Holding History

GoalVest Advisory’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 		$6.42K Buy
+200
New +$6.72K ﹤0.01% 518
2026
Q1 		– Sell
-664
Closed -$15.9K – 459
2025
Q4 		$15.9K Buy
+664
New +$15.2K ﹤0.01% 379
2024
Q2 		– Sell
-220
Closed -$6.18K – 326
2024
Q1 		$6.18K Buy
+220
New +$6.06K ﹤0.01% 335
2023
Q4 		– Sell
-120
Closed -$2.95K – 384
2023
Q3 		$2.95K Buy
+120
New +$3.25K ﹤0.01% 391
2022
Q2 		– Sell
-172
Closed -$5K – 324
2022
Q1 		$5K Buy
+172
New +$5.25K ﹤0.01% 270

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

GoalVest Advisory's BEN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Franklin Templeton (BEN) in Q3 2026: 200 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BEN as recently as Q4 2025.

GoalVest Advisory first reported a position in BEN in Q1 2022 and has held it in 5 quarters since. The position peaked at $15.9K in Q4 2025. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • GoalVest Advisory held 200 shares of Franklin Templeton worth $6.42K as of Q3 2026.
  • Franklin Templeton was a new GoalVest Advisory position in Q3 2026.
  • Franklin Templeton made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #518 holding.
  • GoalVest Advisory first reported a position in Franklin Templeton in Q1 2022 and has held it in 5 quarters since.
  • GoalVest Advisory's Franklin Templeton position peaked at $15.9K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.