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Journey Advisory Group’s Franklin Templeton BEN Stock Holding History

Journey Advisory Group’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
Q4 		– Sell
-11,053
Closed -$256K – 264
2025
Q3 		$256K Sell
11,053
-1,691
-13% -$41.8K 0.02% 241
2025
Q2 		$304K Hold
12,744
– – 0.02% 243
2025
Q1 		$245K Hold
12,744
– – 0.02% 254
2024
Q4 		$285K Hold
12,744
– – 0.03% 193
2024
Q3 		$285K Hold
12,744
– – 0.03% 193
2024
Q2 		$285K Buy
+12,744
New +$307K 0.03% 194

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Journey Advisory Group's BEN Position: Q4 2025 in Review

Journey Advisory Group sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 11,053 shares — an estimated $256K sold.

Journey Advisory Group first reported a position in BEN in Q2 2024 and held it in 6 quarters. The position peaked at $304K in Q2 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Journey Advisory Group reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 11,053 Franklin Templeton shares in Q4 2025, an estimated $256K.
  • Journey Advisory Group first reported a position in Franklin Templeton in Q2 2024 and held it in 6 quarters.
  • Journey Advisory Group's Franklin Templeton position peaked at $304K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.