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Symphony Financial’s Franklin Templeton BEN Stock Holding History

Symphony 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
-91,920
Closed -$2.37M – 273
2025
Q2 		$2.37M Buy
91,920
+31,166
+51% +$642K 0.31% 71
2025
Q1 		$1.06M Buy
60,754
+2,734
+5% +$54.8K 0.63% 36
2024
Q4 		$1.15M Buy
58,020
+26,982
+87% +$568K 0.18% 96
2024
Q3 		$623K Buy
+31,038
New +$669K 0.1% 128

Other funds holding BEN

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Symphony Financial's BEN Position: Q3 2025 in Review

Symphony Financial sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 91,920 shares — an estimated $2.37M sold.

Symphony Financial first reported a position in BEN in Q3 2024 and held it in 4 quarters. The position peaked at $2.37M in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Symphony Financial reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • Symphony Financial sold 91,920 Franklin Templeton shares in Q3 2025, an estimated $2.37M.
  • Symphony Financial first reported a position in Franklin Templeton in Q3 2024 and held it in 4 quarters.
  • Symphony Financial's Franklin Templeton position peaked at $2.37M in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Symphony Financial's 13F filing for Q3 2025, filed 31 Oct 2025.