Lowe Brockenbrough & Co
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Lowe Brockenbrough & Co’s Franklin Templeton BEN Stock Holding History

Lowe Brockenbrough & Co’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 		$2.07M Buy
+64,496
New +$2.17M 0.09% 134
2015
Q3 		– Sell
-5,656
Closed -$277K – 189
2015
Q2 		$277K Sell
5,656
-330
-6% -$16.9K 0.04% 175
2015
Q1 		$307K Sell
5,986
-350
-6% -$18.6K 0.05% 171
2014
Q4 		$351K Sell
6,336
-225
-3% -$12.4K 0.06% 170
2014
Q3 		$358K Buy
6,561
+156
+2% +$8.74K 0.06% 169
2014
Q2 		$370K Hold
6,405
– – 0.06% 165
2014
Q1 		$347K Sell
6,405
-225
-3% -$12.1K 0.06% 160
2013
Q4 		$383K Sell
6,630
-600
-8% -$32.3K 0.06% 154
2013
Q3 		$365K Hold
7,230
– – 0.07% 151
2013
Q2 		$328K Buy
+7,230
New +$368K 0.06% 151

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lowe Brockenbrough & Co's BEN Position: Q3 2026 in Review

Lowe Brockenbrough & Co opened a new position in Franklin Templeton (BEN) in Q3 2026: 64,496 shares worth $2.07M. The stake represents 0.09% of the portfolio and ranks #134 among its holdings. This is a return to the name: Lowe Brockenbrough & Co previously reported a position in BEN as recently as Q2 2015.

Lowe Brockenbrough & Co first reported a position in BEN in Q2 2013 and has held it in 10 quarters since. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Lowe Brockenbrough & Co held 64,496 shares of Franklin Templeton worth $2.07M as of Q3 2026.
  • Franklin Templeton was a new Lowe Brockenbrough & Co position in Q3 2026.
  • Franklin Templeton made up 0.09% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #134 holding.
  • Lowe Brockenbrough & Co first reported a position in Franklin Templeton in Q2 2013 and has held it in 10 quarters since.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.