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WealthTrak Capital Management’s Franklin Templeton BEN Stock Holding History

WealthTrak Capital 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
-20
Closed -$477 – 172
2025
Q2 		$477 Buy
20
+5
+33% +$103 ﹤0.01% 660
2025
Q1 		$289 Buy
15
+5
+50% +$100 ﹤0.01% 775
2024
Q4 		$203 Buy
+10
New +$211 ﹤0.01% 792

Other funds holding BEN

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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

WealthTrak Capital Management's BEN Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 20 shares — an estimated $477 sold.

WealthTrak Capital Management first reported a position in BEN in Q4 2024 and held it in 3 quarters. The position peaked at $477 in Q2 2025. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Franklin Templeton shares in Q3 2025, an estimated $477.
  • WealthTrak Capital Management first reported a position in Franklin Templeton in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Franklin Templeton position peaked at $477 in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.