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Reflection Asset Management’s Franklin Templeton BEN Stock Holding History

Reflection Asset 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
Q1 		– Sell
-50
Closed -$1.23K – 154
2025
Q4 		$1.23K Buy
+50
New +$1.15K ﹤0.01% 488

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State Street
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Vanguard Portfolio Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Reflection Asset Management's BEN Position: Q1 2026 in Review

Reflection Asset Management sold out of Franklin Templeton (BEN) in Q1 2026, closing a stake of 50 shares — an estimated $1.23K sold.

Reflection Asset Management first reported a position in BEN in Q4 2025 and held it in 1 quarter. The position peaked at $1.23K in Q4 2025. 611 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Reflection Asset Management reported no remaining Franklin Templeton position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 50 Franklin Templeton shares in Q1 2026, an estimated $1.23K.
  • Reflection Asset Management first reported a position in Franklin Templeton in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's Franklin Templeton position peaked at $1.23K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.