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Roman Butler Fullerton & Co’s Franklin Templeton BEN Stock Holding History

Roman Butler Fullerton & Co’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
Q3 		– Sell
-9,543
Closed -$237K – 258
2025
Q2 		$237K Buy
+9,543
New +$197K 0.07% 224

Other funds holding BEN

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Roman Butler Fullerton & Co's BEN Position: Q3 2025 in Review

Roman Butler Fullerton & Co sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 9,543 shares — an estimated $237K sold.

Roman Butler Fullerton & Co first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Roman Butler Fullerton & Co reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 9,543 Franklin Templeton shares in Q3 2025, an estimated $237K.
  • Roman Butler Fullerton & Co first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Franklin Templeton position peaked at $237K in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q3 2025, filed 6 Nov 2025.