Next Level Wealth Planning’s Franklin Templeton BEN Stock Holding History

Next Level Wealth Planning’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	$19.3K	Buy	+600	New	+$20.2K	0.01%	269

Other funds holding BEN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Next Level Wealth Planning's BEN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Franklin Templeton (BEN) in Q3 2026: 600 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

351 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Next Level Wealth Planning held 600 shares of Franklin Templeton worth $19.3K as of Q3 2026.
Franklin Templeton was a new Next Level Wealth Planning position in Q3 2026.
Franklin Templeton made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #269 holding.
351 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.