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Tompkins Financial’s Franklin Templeton BEN Stock Holding History

Tompkins 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 		$8.03K Hold
250
– – ﹤0.01% 485
2026
Q2 		$8.32K Hold
250
– – ﹤0.01% 467
2026
Q1 		$5.91K Hold
250
– – ﹤0.01% 481
2025
Q4 		$5.97K Hold
250
– – ﹤0.01% 478
2025
Q3 		$5.78K Hold
250
– – ﹤0.01% 474
2025
Q2 		$5.96K Sell
250
-2,000
-89% -$41.2K ﹤0.01% 469
2025
Q1 		$43.3K Buy
2,250
+250
+13% +$5.01K ﹤0.01% 338
2024
Q4 		$40.6K Hold
2,000
– – ﹤0.01% 342
2024
Q3 		$40.3K Hold
2,000
– – ﹤0.01% 361
2024
Q2 		$44.7K Hold
2,000
– – ﹤0.01% 352
2024
Q1 		$56.2K Hold
2,000
– – 0.01% 336
2023
Q4 		$59.6K Hold
2,000
– – 0.01% 327
2023
Q3 		$49.2K Hold
2,000
– – 0.01% 323
2023
Q2 		$53.4K Hold
2,000
– – 0.01% 326
2023
Q1 		$53.9K Hold
2,000
– – 0.01% 327
2022
Q4 		$53K Hold
2,000
– – 0.01% 327
2022
Q3 		$43K Hold
2,000
– – 0.01% 342
2022
Q2 		$47K Hold
2,000
– – 0.01% 334
2022
Q1 		$56K Buy
+2,000
New +$61.1K 0.01% 340
2016
Q3 		– Sell
-1,105
Closed -$37K – 393
2016
Q2 		$37K Buy
+1,105
New +$40.1K 0.01% 285
2015
Q4 		– Sell
-3,345
Closed -$125K – 510
2015
Q3 		$125K Buy
3,345
+2,685
+407% +$116K 0.04% 179
2015
Q2 		$32K Hold
660
– – 0.01% 333
2015
Q1 		$34K Sell
660
-50
-7% -$2.65K 0.01% 332
2014
Q4 		$39K Buy
+710
New +$39.2K 0.01% 293

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tompkins Financial's BEN Position: Q3 2026 in Review

Tompkins Financial held its Franklin Templeton (BEN) position steady in Q3 2026 at 250 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Tompkins Financial first reported a position in BEN in Q4 2014 and has held it in 24 quarters since. The position peaked at $125K in Q3 2015. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Tompkins Financial held 250 shares of Franklin Templeton worth $8.03K as of Q3 2026.
  • Tompkins Financial left its Franklin Templeton share count unchanged in Q3 2026.
  • Franklin Templeton made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #485 holding.
  • Tompkins Financial first reported a position in Franklin Templeton in Q4 2014 and has held it in 24 quarters since.
  • Tompkins Financial's Franklin Templeton position peaked at $125K in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.