Root Financial Partners
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Root Financial Partners’s Franklin Templeton BEN Stock Holding History

Root Financial Partners’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 		$74.4K Buy
+2,317
New +$77.8K ﹤0.01% 893
2026
Q2 		– Sell
-1,447
Closed -$34.2K – 722
2026
Q1 		$34.2K Buy
1,447
+159
+12% +$4.09K ﹤0.01% 1044
2025
Q4 		$30.8K Buy
1,288
+201
+18% +$4.62K ﹤0.01% 930
2025
Q3 		$25.1K Buy
+1,087
New +$26.9K ﹤0.01% 1000

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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Root Financial Partners's BEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin Templeton (BEN) in Q3 2026: 2,317 shares worth $74.4K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BEN as recently as Q1 2026.

Root Financial Partners first reported a position in BEN in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Root Financial Partners held 2,317 shares of Franklin Templeton worth $74.4K as of Q3 2026.
  • Franklin Templeton was a new Root Financial Partners position in Q3 2026.
  • Franklin Templeton made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #893 holding.
  • Root Financial Partners first reported a position in Franklin Templeton in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.