Rise Advisors’s Franklin Templeton BEN Stock Holding History

Rise Advisors’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 Q4	–	Sell	-38	Closed	-$879	–	250
2025 Q3	$879	Hold	38	–	–	﹤0.01%	1295
2025 Q2	$906	Hold	38	–	–	﹤0.01%	1300
2025 Q1	$732	Buy	+38	New	+$761	﹤0.01%	1336
2023 Q4	–	Sell	-136	Closed	-$3.35K	–	623
2023 Q3	$3.35K	Hold	136	–	–	﹤0.01%	412
2023 Q2	$3.63K	Sell	136 -32	-19%	-$827	﹤0.01%	446
2023 Q1	$4.53K	Hold	168	–	–	﹤0.01%	463
2022 Q4	$4.43K	Buy	168 +1	+0.6%	+$25	﹤0.01%	463
2022 Q3	$4K	Sell	167 -10	-6%	-$257	﹤0.01%	453
2022 Q2	$4K	Buy	177 +1	+0.6%	+$26	﹤0.01%	462
2022 Q1	$5K	Buy	176 +1	+0.6%	+$31	﹤0.01%	413
2021 Q4	$5.86K	Buy	+175	New	+$5.76K	0.01%	386

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 $3.37T AUM 44.26% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Rise Advisors's BEN Position: Q4 2025 in Review

Rise Advisors sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 38 shares — an estimated $879 sold.

Rise Advisors first reported a position in BEN in Q4 2021 and held it in 11 quarters. The position peaked at $5.86K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Rise Advisors reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 38 Franklin Templeton shares in Q4 2025, an estimated $879.
Rise Advisors first reported a position in Franklin Templeton in Q4 2021 and held it in 11 quarters.
Rise Advisors's Franklin Templeton position peaked at $5.86K in Q4 2021.
576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.