NewSquare Capital’s Franklin Templeton BEN Stock Holding History

NewSquare Capital’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	-906	Closed	-$21.6K	–	295
2025 Q2	$21.6K	Buy	906 +811	+854%	+$16.7K	﹤0.01%	462
2025 Q1	$1.83K	Buy	95 +76	+400%	+$1.52K	﹤0.01%	855
2024 Q4	$386	Buy	+19	New	+$400	﹤0.01%	756
2016 Q4	–	Sell	-147	Closed	-$5K	–	338
2016 Q3	$5K	Hold	147	–	–	﹤0.01%	301
2016 Q2	$5K	Sell	147 -24	-14%	-$872	﹤0.01%	282
2016 Q1	$7K	Buy	+171	New	+$6.05K	﹤0.01%	324

Other funds holding BEN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital's BEN Position: Q3 2025 in Review

NewSquare Capital sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 906 shares — an estimated $21.6K sold.

NewSquare Capital first reported a position in BEN in Q1 2016 and held it in 6 quarters. The position peaked at $21.6K in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

NewSquare Capital reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 906 Franklin Templeton shares in Q3 2025, an estimated $21.6K.
NewSquare Capital first reported a position in Franklin Templeton in Q1 2016 and held it in 6 quarters.
NewSquare Capital's Franklin Templeton position peaked at $21.6K in Q2 2025.
591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.