Wealthspire Advisors (New York)’s Franklin Templeton BEN Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,591	Closed	-$36.8K	–	1225
2025 Q3	$36.8K	Buy	+1,591	New	+$39.3K	﹤0.01%	1361
2021 Q2	–	Sell	-8,231	Closed	-$244K	–	400
2021 Q1	$244K	Buy	+8,231	New	+$225K	0.01%	618
2019 Q1	–	Sell	-195	Closed	-$6K	–	132
2018 Q4	$6K	Buy	+195	New	+$6K	﹤0.01%	604

Other funds holding BEN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s BEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 1,591 shares — an estimated $36.8K sold.

Wealthspire Advisors (New York) first reported a position in BEN in Q4 2018 and held it in 3 quarters. The position peaked at $244K in Q1 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,591 Franklin Templeton shares in Q4 2025, an estimated $36.8K.
Wealthspire Advisors (New York) first reported a position in Franklin Templeton in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Franklin Templeton position peaked at $244K in Q1 2021.
576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.