True Wealth Design
BEN icon

True Wealth Design’s Franklin Templeton BEN Stock Holding History

True Wealth Design’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 		$23K Buy
715
+86
+14% +$2.89K 0.01% 775
2026
Q2 		$20.9K Buy
629
+35
+6% +$1.05K 0.01% 790
2026
Q1 		$14K Buy
594
+73
+14% +$1.88K ﹤0.01% 850
2025
Q4 		$12.4K Buy
521
+229
+78% +$5.26K ﹤0.01% 781
2025
Q3 		$6.75K Buy
292
+206
+240% +$5.09K ﹤0.01% 974
2025
Q2 		$2.05K Buy
86
+28
+48% +$577 ﹤0.01% 1174
2025
Q1 		$1.12K Sell
58
-2,583
-98% -$51.8K ﹤0.01% 1228
2024
Q4 		$53.6K Buy
2,641
+5
+0.2% +$105 0.02% 150
2024
Q3 		$53.1K Buy
+2,636
New +$56.8K 0.02% 132

Other funds holding BEN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

True Wealth Design's BEN Position: Q3 2026 in Review

True Wealth Design increased its Franklin Templeton (BEN) stake by 14% in Q3 2026, buying an estimated $2.89K and bringing the position to 715 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #775.

True Wealth Design first reported a position in BEN in Q3 2024 and has held it in 9 quarters since. The position peaked at $53.6K in Q4 2024. 128 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • True Wealth Design held 715 shares of Franklin Templeton worth $23K as of Q3 2026.
  • True Wealth Design bought 86 Franklin Templeton shares in Q3 2026, an estimated $2.89K.
  • Franklin Templeton made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #775 holding.
  • True Wealth Design first reported a position in Franklin Templeton in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Franklin Templeton position peaked at $53.6K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.