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Mount Yale Investment Advisors’s Franklin Templeton BEN Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-41
Closed -$978 – 767
2025
Q2 		$978 Buy
+41
New +$845 ﹤0.01% 1388

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Dimensional Fund Advisors
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Invesco
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Royal Bank of Canada
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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's BEN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 41 shares — an estimated $978 sold.

Mount Yale Investment Advisors first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $978 in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 41 Franklin Templeton shares in Q3 2025, an estimated $978.
  • Mount Yale Investment Advisors first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Franklin Templeton position peaked at $978 in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.