Summit Financial’s Franklin Templeton BEN Stock Holding History

Summit 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
2025 Q3	–	Sell	-9,750	Closed	-$236K	–	1241
2025 Q2	$236K	Buy	+9,750	New	+$201K	0.01%	748

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 $3.37T AUM 44.26% 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

Summit Financial's BEN Position: Q3 2025 in Review

Summit Financial sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 9,750 shares — an estimated $236K sold.

Summit Financial first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $236K in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

Summit Financial reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 9,750 Franklin Templeton shares in Q3 2025, an estimated $236K.
Summit Financial first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
Summit Financial's Franklin Templeton position peaked at $236K in Q2 2025.
591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.