Grove Bank & Trust’s Franklin Templeton BEN Stock Holding History

Grove Bank & Trust’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	$1.51K	Hold	47	–	–	﹤0.01%	859
2026 Q2	$1.56K	Hold	47	–	–	﹤0.01%	818
2026 Q1	$1.11K	Hold	47	–	–	﹤0.01%	807
2025 Q4	$1.12K	Hold	47	–	–	﹤0.01%	819
2025 Q3	$1.09K	Hold	47	–	–	﹤0.01%	804
2025 Q2	$1.12K	Buy	+47	New	+$969	﹤0.01%	816
2024 Q1	–	Sell	-858	Closed	-$25.6K	–	574
2023 Q4	$25.6K	Sell	858 -317	-27%	-$7.89K	﹤0.01%	413
2023 Q3	$28.9K	Hold	1,175	–	–	0.01%	422
2023 Q2	$31.4K	Buy	1,175 +317	+37%	+$8.19K	0.01%	413
2023 Q1	$23.1K	Buy	+858	New	+$25.1K	﹤0.01%	447

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Grove Bank & Trust's BEN Position: Q3 2026 in Review

Grove Bank & Trust held its Franklin Templeton (BEN) position steady in Q3 2026 at 47 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Grove Bank & Trust first reported a position in BEN in Q1 2023 and has held it in 10 quarters since. The position peaked at $31.4K in Q2 2023. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Grove Bank & Trust held 47 shares of Franklin Templeton worth $1.51K as of Q3 2026.
Grove Bank & Trust left its Franklin Templeton share count unchanged in Q3 2026.
Franklin Templeton made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #859 holding.
Grove Bank & Trust first reported a position in Franklin Templeton in Q1 2023 and has held it in 10 quarters since.
Grove Bank & Trust's Franklin Templeton position peaked at $31.4K in Q2 2023.
29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.