Richardson Financial Services
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Richardson Financial Services’s Franklin Templeton BEN Stock Holding History

Richardson Financial Services’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 		$10.9K Buy
340
+270
+386% +$9.07K 0.01% 454
2026
Q2 		$2.33K Buy
+70
New +$2.1K ﹤0.01% 533
2024
Q4 		– Sell
-3,600
Closed -$80.5K – 612
2024
Q3 		$80.5K Hold
3,600
– – 0.05% 219
2024
Q2 		$80.5K Sell
3,600
-420
-10% -$10.1K 0.06% 211
2024
Q1 		$113K Buy
4,020
+520
+15% +$14.3K 0.08% 186
2023
Q4 		$104K Buy
+3,500
New +$87.1K 0.09% 170

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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
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Artemis Investment Management
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Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return

Richardson Financial Services's BEN Position: Q3 2026 in Review

Richardson Financial Services increased its Franklin Templeton (BEN) stake by 386% in Q3 2026, buying an estimated $9.07K and bringing the position to 340 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #454.

Richardson Financial Services first reported a position in BEN in Q4 2023 and has held it in 6 quarters since. The position peaked at $113K in Q1 2024. 556 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Richardson Financial Services held 340 shares of Franklin Templeton worth $10.9K as of Q3 2026.
  • Richardson Financial Services bought 270 Franklin Templeton shares in Q3 2026, an estimated $9.07K.
  • Franklin Templeton made up 0.01% of Richardson Financial Services's portfolio in Q3 2026, its #454 holding.
  • Richardson Financial Services first reported a position in Franklin Templeton in Q4 2023 and has held it in 6 quarters since.
  • Richardson Financial Services's Franklin Templeton position peaked at $113K in Q1 2024.
  • 556 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.