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Kingswood Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Kingswood Wealth Advisors’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
-19,297
Closed -$446K – 872
2025
Q3 		$446K Buy
19,297
+10,296
+114% +$254K 0.03% 508
2025
Q2 		$215K Buy
+9,001
New +$185K 0.02% 680

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

Kingswood Wealth Advisors's BEN Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 19,297 shares — an estimated $446K sold.

Kingswood Wealth Advisors first reported a position in BEN in Q2 2025 and held it in 2 quarters. The position peaked at $446K in Q3 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,297 Franklin Templeton shares in Q4 2025, an estimated $446K.
  • Kingswood Wealth Advisors first reported a position in Franklin Templeton in Q2 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Franklin Templeton position peaked at $446K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.