Salomon & Ludwin
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Salomon & Ludwin’s Franklin Templeton BEN Stock Holding History

Salomon & Ludwin’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 		$22.1K Hold
687
– – ﹤0.01% 896
2026
Q2 		$23.4K Hold
687
– – ﹤0.01% 1025
2026
Q1 		$16.1K Hold
687
– – ﹤0.01% 1241
2025
Q4 		$16.8K Hold
687
– – ﹤0.01% 1034
2025
Q3 		$16.4K Buy
+687
New +$17K ﹤0.01% 964
2024
Q2 		– Sell
-630
Closed -$17.7K – 737
2024
Q1 		$17.7K Buy
+630
New +$17.4K ﹤0.01% 488

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

Salomon & Ludwin's BEN Position: Q3 2026 in Review

Salomon & Ludwin held its Franklin Templeton (BEN) position steady in Q3 2026 at 687 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Salomon & Ludwin first reported a position in BEN in Q1 2024 and has held it in 6 quarters since. The position peaked at $23.4K in Q2 2026. 421 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Salomon & Ludwin held 687 shares of Franklin Templeton worth $22.1K as of Q3 2026.
  • Salomon & Ludwin left its Franklin Templeton share count unchanged in Q3 2026.
  • Franklin Templeton made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #896 holding.
  • Salomon & Ludwin first reported a position in Franklin Templeton in Q1 2024 and has held it in 6 quarters since.
  • Salomon & Ludwin's Franklin Templeton position peaked at $23.4K in Q2 2026.
  • 421 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.