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Total Investment Management’s Franklin Templeton BEN Stock Holding History

Total Investment Management’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
-1,143
Closed -$27.3K – 166
2025
Q2 		$27.3K Buy
+1,143
New +$23.6K ﹤0.01% 224

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

Total Investment Management's BEN Position: Q3 2025 in Review

Total Investment Management sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 1,143 shares — an estimated $27.3K sold.

Total Investment Management first reported a position in BEN in Q2 2025 and held it in 1 quarter. The position peaked at $27.3K in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Total Investment Management reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 1,143 Franklin Templeton shares in Q3 2025, an estimated $27.3K.
  • Total Investment Management first reported a position in Franklin Templeton in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Franklin Templeton position peaked at $27.3K in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.