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Newbridge Financial Services Group’s Franklin Templeton BEN Stock Holding History

Newbridge Financial Services Group’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
-112
Closed -$2.58K – 1214
2025
Q3 		$2.58K Buy
112
+2
+2% +$49 ﹤0.01% 1110
2025
Q2 		$2.63K Buy
110
+2
+2% +$41 ﹤0.01% 1111
2025
Q1 		$2.09K Sell
108
-285
-73% -$5.71K ﹤0.01% 887
2024
Q4 		$7.97K Buy
+393
New +$8.28K ﹤0.01% 781
2024
Q3 		– Sell
-390
Closed -$8.71K – 699
2024
Q2 		$8.71K Buy
390
+2
+0.5% +$48 ﹤0.01% 740
2024
Q1 		$10.9K Sell
388
-206
-35% -$5.67K ﹤0.01% 748
2023
Q4 		$17.7K Sell
594
-314
-35% -$7.81K 0.01% 616
2023
Q3 		$22.3K Sell
908
-86
-9% -$2.33K 0.01% 618
2023
Q2 		$26.6K Buy
994
+11
+1% +$284 0.01% 611
2023
Q1 		$26.5K Sell
983
-1,854
-65% -$54.2K 0.01% 629
2022
Q4 		$74.8K Buy
2,837
+1,595
+128% +$39.6K 0.04% 367
2022
Q3 		$27K Buy
1,242
+1,000
+413% +$25.7K 0.02% 601
2022
Q2 		$6K Hold
242
– – ﹤0.01% 965
2022
Q1 		$7K Hold
242
– – ﹤0.01% 1012
2021
Q4 		$8K Buy
+242
New +$7.96K ﹤0.01% 960
2021
Q3 		– Sell
-117
Closed -$4K – 1394
2021
Q2 		$4K Buy
+117
New +$3.79K ﹤0.01% 1148
2020
Q4 		– Sell
-200
Closed -$4K – 1110
2020
Q3 		$4K Buy
+200
New +$4.2K ﹤0.01% 832

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

Newbridge Financial Services Group's BEN Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 112 shares — an estimated $2.58K sold.

Newbridge Financial Services Group first reported a position in BEN in Q3 2020 and held it in 17 quarters. The position peaked at $74.8K in Q4 2022. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 112 Franklin Templeton shares in Q4 2025, an estimated $2.58K.
  • Newbridge Financial Services Group first reported a position in Franklin Templeton in Q3 2020 and held it in 17 quarters.
  • Newbridge Financial Services Group's Franklin Templeton position peaked at $74.8K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.