Stephens Consulting’s Franklin Templeton BEN Stock Holding History

Stephens Consulting’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	-1	Closed	-$24	–	480
2025 Q2	$24	Buy	+1	New	+$21	﹤0.01%	1168

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 $3.38T AUM 44.17% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stephens Consulting's BEN Position: Q3 2025 in Review

Stephens Consulting sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 1 share — an estimated $24 sold.

Stephens Consulting first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $24 in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

Stephens Consulting reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Franklin Templeton share in Q3 2025, an estimated $24.
Stephens Consulting first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Franklin Templeton position peaked at $24 in Q2 2025.
591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.