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Hickory Point Bank & Trust’s Franklin Templeton BEN Stock Holding History

Hickory Point 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 		$32.1K Hold
1,000
– – 0.02% 272
2026
Q2 		$33.3K Hold
1,000
– – 0.02% 259
2026
Q1 		$23.6K Buy
+1,000
New +$25.7K 0.02% 284

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

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

Hickory Point Bank & Trust held its Franklin Templeton (BEN) position steady in Q3 2026 at 1,000 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #272.

Hickory Point Bank & Trust first reported a position in BEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $33.3K in Q2 2026. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Hickory Point Bank & Trust held 1,000 shares of Franklin Templeton worth $32.1K as of Q3 2026.
  • Hickory Point Bank & Trust left its Franklin Templeton share count unchanged in Q3 2026.
  • Franklin Templeton made up 0.02% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #272 holding.
  • Hickory Point Bank & Trust first reported a position in Franklin Templeton in Q1 2026 and has held it in 3 quarters since.
  • Hickory Point Bank & Trust's Franklin Templeton position peaked at $33.3K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.