Kestra Advisory Services
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Kestra Advisory Services’s Franklin Templeton BEN Stock Holding History

Kestra Advisory Services’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 		$377K Buy
11,617
+840
+8% +$28.2K ﹤0.01% 2745
2026
Q2 		$359K Sell
10,777
-10,784
-50% -$323K ﹤0.01% 2603
2026
Q1 		$509K Buy
21,561
+2,732
+15% +$70.3K ﹤0.01% 2208
2025
Q4 		$450K Buy
18,829
+8,317
+79% +$191K ﹤0.01% 2237
2025
Q3 		$243K Sell
10,512
-8,948
-46% -$221K ﹤0.01% 2603
2025
Q2 		$464K Buy
19,460
+4,031
+26% +$83.1K ﹤0.01% 2020
2025
Q1 		$297K Sell
15,429
-179
-1% -$3.59K ﹤0.01% 2176
2024
Q4 		$317K Sell
15,608
-2,664
-15% -$56.1K ﹤0.01% 2183
2024
Q3 		$368K Sell
18,272
-3,175
-15% -$68.4K ﹤0.01% 1968
2024
Q2 		$479K Buy
21,447
+12,073
+129% +$291K ﹤0.01% 1799
2024
Q1 		$263K Sell
9,374
-2,061
-18% -$56.8K ﹤0.01% 2091
2023
Q4 		$341K Sell
11,435
-1,690
-13% -$42K ﹤0.01% 1763
2023
Q3 		$323K Sell
13,125
-3,086
-19% -$83.5K ﹤0.01% 1617
2023
Q2 		$433K Sell
16,211
-21,244
-57% -$549K ﹤0.01% 1398
2023
Q1 		$1.01M Buy
37,455
+17,907
+92% +$523K 0.01% 944
2022
Q4 		$516K Sell
19,548
-18,256
-48% -$453K ﹤0.01% 1389
2022
Q3 		$814K Buy
37,804
+14,806
+64% +$381K 0.01% 1063
2022
Q2 		$536K Buy
22,998
+11,894
+107% +$304K 0.01% 1294
2022
Q1 		$310K Buy
11,104
+3,899
+54% +$119K ﹤0.01% 1575
2021
Q4 		$241K Buy
7,205
+166
+2% +$5.46K ﹤0.01% 1755
2021
Q3 		$209K Hold
7,039
– – ﹤0.01% 1949
2021
Q2 		$225K Buy
+7,039
New +$228K ﹤0.01% 1776
2021
Q1 		– Sell
-8,372
Closed -$207K – 1857
2020
Q4 		$207K Buy
+8,372
New +$187K ﹤0.01% 1698

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Dimensional Fund Advisors
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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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kestra Advisory Services's BEN Position: Q3 2026 in Review

Kestra Advisory Services increased its Franklin Templeton (BEN) stake by 7.8% in Q3 2026, buying an estimated $28.2K and bringing the position to 11,617 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Kestra Advisory Services first reported a position in BEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2023. 309 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Kestra Advisory Services held 11,617 shares of Franklin Templeton worth $377K as of Q3 2026.
  • Kestra Advisory Services bought 840 Franklin Templeton shares in Q3 2026, an estimated $28.2K.
  • Franklin Templeton made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2745 holding.
  • Kestra Advisory Services first reported a position in Franklin Templeton in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Franklin Templeton position peaked at $1.01M in Q1 2023.
  • 309 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.