Hazlett, Burt & Watson’s Franklin Templeton BEN Stock Holding History

Hazlett, Burt & Watson’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	$16K	Hold	500	–	–	﹤0.01%	631
2026 Q2	$17K	Hold	500	–	–	﹤0.01%	616
2026 Q1	$12K	Hold	500	–	–	﹤0.01%	657
2025 Q4	$12K	Hold	500	–	–	﹤0.01%	672
2025 Q3	$12K	Hold	500	–	–	﹤0.01%	630
2025 Q2	$12K	Hold	500	–	–	﹤0.01%	551
2025 Q1	$10K	Hold	500	–	–	﹤0.01%	562
2024 Q4	$10K	Hold	500	–	–	﹤0.01%	537
2024 Q3	$10K	Hold	500	–	–	﹤0.01%	526
2024 Q2	$11K	Hold	500	–	–	0.01%	514
2024 Q1	$14K	Hold	500	–	–	0.01%	476
2023 Q4	$15K	Hold	500	–	–	0.01%	448
2023 Q3	$12K	Hold	500	–	–	0.01%	472
2023 Q2	$13K	Hold	500	–	–	0.01%	447
2023 Q1	$13K	Hold	500	–	–	0.01%	420
2022 Q4	$13K	Hold	500	–	–	0.01%	432
2022 Q3	$10K	Hold	500	–	–	0.01%	450
2022 Q2	$12K	Hold	500	–	–	0.01%	434
2022 Q1	$14K	Buy	+500	New	+$15.3K	0.01%	430

Other funds holding BEN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hazlett, Burt & Watson's BEN Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Franklin Templeton (BEN) position steady in Q3 2026 at 500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Hazlett, Burt & Watson first reported a position in BEN in Q1 2022 and has held it in 19 quarters since. The position peaked at $17K in Q2 2026. 346 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Hazlett, Burt & Watson held 500 shares of Franklin Templeton worth $16K as of Q3 2026.
Hazlett, Burt & Watson left its Franklin Templeton share count unchanged in Q3 2026.
Franklin Templeton made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #631 holding.
Hazlett, Burt & Watson first reported a position in Franklin Templeton in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's Franklin Templeton position peaked at $17K in Q2 2026.
346 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.