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Valley Wealth Managers’s Franklin Templeton BEN Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-100
Closed -$2.03K – 380
2024
Q4 		$2.03K Hold
100
– – ﹤0.01% 344
2024
Q3 		$2.02K Hold
100
– – ﹤0.01% 348
2024
Q2 		$2.23K Buy
+100
New +$2.41K ﹤0.01% 339

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return

Valley Wealth Managers's BEN Position: Q1 2025 in Review

Valley Wealth Managers sold out of Franklin Templeton (BEN) in Q1 2025, closing a stake of 100 shares — an estimated $2.03K sold.

Valley Wealth Managers first reported a position in BEN in Q2 2024 and held it in 3 quarters. The position peaked at $2.23K in Q2 2024. 563 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Valley Wealth Managers reported no remaining Franklin Templeton position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 100 Franklin Templeton shares in Q1 2025, an estimated $2.03K.
  • Valley Wealth Managers first reported a position in Franklin Templeton in Q2 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Franklin Templeton position peaked at $2.23K in Q2 2024.
  • 563 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.