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Hemington Wealth Management’s Franklin Templeton BEN Stock Holding History

Hemington 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
2025
Q3 		$12K Buy
543
+49
+10% +$1.21K ﹤0.01% 800
2025
Q2 		$11K Buy
494
+302
+157% +$6.22K ﹤0.01% 804
2025
Q1 		$3K Buy
192
+53
+38% +$1.06K ﹤0.01% 1167
2024
Q4 		$2K Buy
139
+17
+14% +$358 ﹤0.01% 1232
2024
Q3 		$2K Buy
+122
New +$2.63K ﹤0.01% 1141

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hemington Wealth Management's BEN Position: Q3 2025 in Review

Hemington Wealth Management increased its Franklin Templeton (BEN) stake by 9.9% in Q3 2025, buying an estimated $1.21K and bringing the position to 543 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Hemington Wealth Management first reported a position in BEN in Q3 2024 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Hemington Wealth Management held 543 shares of Franklin Templeton worth $12K as of Q3 2025.
  • Hemington Wealth Management bought 49 Franklin Templeton shares in Q3 2025, an estimated $1.21K.
  • Franklin Templeton made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #800 holding.
  • Hemington Wealth Management first reported a position in Franklin Templeton in Q3 2024 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.