Rossby Financial
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Rossby Financial’s Franklin Templeton BEN Stock Holding History

Rossby Financial’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 		$204K Buy
6,364
+6,290
+8,500% +$211K 0.03% 491
2026
Q2 		$2.46K Sell
74
-2,439
-97% -$73K ﹤0.01% 1666
2026
Q1 		$59.3K Buy
+2,513
New +$64.7K 0.01% 694

Other funds holding BEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Rossby Financial's BEN Position: Q3 2026 in Review

Rossby Financial increased its Franklin Templeton (BEN) stake by 8,500% in Q3 2026, buying an estimated $211K and bringing the position to 6,364 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #491.

Rossby Financial first reported a position in BEN in Q1 2026 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Rossby Financial held 6,364 shares of Franklin Templeton worth $204K as of Q3 2026.
  • Rossby Financial bought 6,290 Franklin Templeton shares in Q3 2026, an estimated $211K.
  • Franklin Templeton made up 0.03% of Rossby Financial's portfolio in Q3 2026, its #491 holding.
  • Rossby Financial first reported a position in Franklin Templeton in Q1 2026 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.