Keystone Financial Planning
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Keystone Financial Planning’s Franklin Templeton BEN Stock Holding History

Keystone Financial Planning’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 		$3.38M Sell
105,146
-624
-0.6% -$21K 0.84% 21
2026
Q2 		$3.52M Sell
105,770
-116
-0.1% -$3.47K 0.91% 20
2026
Q1 		$2.5M Buy
105,886
+2,344
+2% +$60.3K 0.67% 23
2025
Q4 		$2.47M Sell
103,542
-2,168
-2% -$49.8K 0.72% 25
2025
Q3 		$2.45M Hold
105,710
– – 0.71% 23
2025
Q2 		$2.52M Sell
105,710
-2,284
-2% -$47.1K 0.76% 24
2025
Q1 		$2.08M Hold
107,994
– – 0.62% 29
2024
Q4 		$2.19M Sell
107,994
-292
-0.3% -$6.15K 0.68% 28
2024
Q3 		$2.18M Hold
108,286
– – 0.66% 29
2024
Q2 		$2.42M Sell
108,286
-3,942
-4% -$94.9K 0.8% 25
2024
Q1 		$3.15M Sell
112,228
-6,795
-6% -$187K 1.02% 24
2023
Q4 		$3.55M Hold
119,023
– – 1.17% 23
2023
Q3 		$2.93M Hold
119,023
– – 1.02% 25
2023
Q2 		$3.18M Buy
119,023
+4,934
+4% +$128K 1.06% 24
2023
Q1 		$3.07M Sell
114,089
-2,889
-2% -$84.4K 1.05% 25
2022
Q4 		$3.09M Sell
116,978
-318
-0.3% -$7.9K 1.04% 26
2022
Q3 		$2.52M Buy
117,296
+4,171
+4% +$107K 0.97% 26
2022
Q2 		$2.64M Sell
113,125
-1,932
-2% -$49.4K 0.93% 30
2022
Q1 		$3.21M Sell
115,057
-744
-0.6% -$22.7K 1.07% 27
2021
Q4 		$3.88M Sell
115,801
-217,539
-65% -$7.16M 1.32% 25
2021
Q3 		$9.9M Buy
333,340
+2,742
+0.8% +$85.5K 3.6% 4
2021
Q2 		$10.6M Sell
330,598
-9,436
-3% -$306K 3.83% 3
2021
Q1 		$10.1M Hold
340,034
– – 3.75% 2
2020
Q4 		$8.5M Sell
340,034
-216
-0.1% -$4.82K 3.53% 4
2020
Q3 		$6.92M Sell
340,250
-135
-0% -$2.84K 3.35% 9
2020
Q2 		$7.14M Buy
340,385
+20,096
+6% +$379K 3.52% 10
2020
Q1 		$5.35M Buy
320,289
+92,006
+40% +$2.11M 3.06% 16
2019
Q4 		$5.93M Buy
228,283
+207,528
+1,000% +$5.64M 2.65% 20
2019
Q3 		$599K Sell
20,755
-201
-1% -$6.14K 0.29% 41
2019
Q2 		$729K Sell
20,956
-22,115
-51% -$752K 0.36% 42
2019
Q1 		$1.43M Sell
43,071
-1,880
-4% -$59.4K 0.7% 38
2018
Q4 		$1.33M Sell
44,951
-1,669
-4% -$51.3K 0.74% 35
2018
Q3 		$1.42M Buy
46,620
+30,236
+185% +$974K 0.72% 36
2018
Q2 		$525K Buy
+16,384
New +$549K 0.29% 40

Other funds holding BEN

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
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Keystone Financial Planning's BEN Position: Q3 2026 in Review

Keystone Financial Planning reduced its Franklin Templeton (BEN) stake by 0.59% in Q3 2026, selling an estimated $21K and leaving 105,146 shares worth $3.38M. The position accounts for 0.84% of the portfolio, ranked #21.

Keystone Financial Planning first reported a position in BEN in Q2 2018 and has held it in 34 quarters since. The position peaked at $10.6M in Q2 2021. 165 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Keystone Financial Planning held 105,146 shares of Franklin Templeton worth $3.38M as of Q3 2026.
  • Keystone Financial Planning sold 624 Franklin Templeton shares in Q3 2026, an estimated $21K.
  • Franklin Templeton made up 0.84% of Keystone Financial Planning's portfolio in Q3 2026, its #21 holding.
  • Keystone Financial Planning first reported a position in Franklin Templeton in Q2 2018 and has held it in 34 quarters since.
  • Keystone Financial Planning's Franklin Templeton position peaked at $10.6M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.