Quaker Wealth Management
BEN icon

Quaker Wealth Management’s Franklin Templeton BEN Stock Holding History

Quaker Wealth Management’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 		$707 Buy
22
+9
+69% +$302 ﹤0.01% 646
2026
Q2 		$433 Sell
13
-4
-24% -$120 ﹤0.01% 768
2026
Q1 		$402 Buy
17
+3
+21% +$77 ﹤0.01% 750
2025
Q4 		$335 Buy
14
+2
+17% +$46 ﹤0.01% 786
2025
Q3 		$278 Hold
12
– – ﹤0.01% 739
2025
Q2 		$287 Buy
+12
New +$247 ﹤0.01% 734

Other funds holding BEN

Artemis Investment Management
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Quaker Wealth Management's BEN Position: Q3 2026 in Review

Quaker Wealth Management increased its Franklin Templeton (BEN) stake by 69% in Q3 2026, buying an estimated $302 and bringing the position to 22 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Quaker Wealth Management first reported a position in BEN in Q2 2025 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Quaker Wealth Management held 22 shares of Franklin Templeton worth $707 as of Q3 2026.
  • Quaker Wealth Management bought 9 Franklin Templeton shares in Q3 2026, an estimated $302.
  • Franklin Templeton made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #646 holding.
  • Quaker Wealth Management first reported a position in Franklin Templeton in Q2 2025 and has held it in 6 quarters since.
  • 152 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.