Hardy Reed
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Hardy Reed’s Franklin Templeton BEN Stock Holding History

Hardy Reed’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 		$518K Hold
16,130
– – 0.03% 151
2026
Q2 		$537K Hold
16,130
– – 0.03% 145
2026
Q1 		$381K Hold
16,130
– – 0.03% 168
2025
Q4 		$385K Hold
16,130
– – 0.03% 168
2025
Q3 		$373K Hold
16,130
– – 0.03% 172
2025
Q2 		$385K Hold
16,130
– – 0.03% 161
2025
Q1 		$311K Sell
16,130
-591
-4% -$11.8K 0.03% 182
2024
Q4 		$339K Buy
16,721
+591
+4% +$12.4K 0.03% 171
2024
Q3 		$325K Buy
16,130
+6,510
+68% +$140K 0.03% 179
2024
Q2 		$215K Buy
+9,620
New +$232K 0.02% 218

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Hardy Reed's BEN Position: Q3 2026 in Review

Hardy Reed held its Franklin Templeton (BEN) position steady in Q3 2026 at 16,130 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #151.

Hardy Reed first reported a position in BEN in Q2 2024 and has held it in 10 quarters since. The position peaked at $537K in Q2 2026. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Hardy Reed held 16,130 shares of Franklin Templeton worth $518K as of Q3 2026.
  • Hardy Reed left its Franklin Templeton share count unchanged in Q3 2026.
  • Franklin Templeton made up 0.03% of Hardy Reed's portfolio in Q3 2026, its #151 holding.
  • Hardy Reed first reported a position in Franklin Templeton in Q2 2024 and has held it in 10 quarters since.
  • Hardy Reed's Franklin Templeton position peaked at $537K in Q2 2026.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.