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Wedmont Private Capital’s Franklin Templeton BEN Stock Holding History

Wedmont Private Capital’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 		$304K Buy
9,369
+1,495
+19% +$50.2K 0.01% 776
2026
Q2 		$264K Buy
+7,874
New +$236K 0.01% 793
2024
Q1 		– Sell
-7,119
Closed -$209K – 607
2023
Q4 		$209K Buy
+7,119
New +$177K 0.02% 523

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wedmont Private Capital's BEN Position: Q3 2026 in Review

Wedmont Private Capital increased its Franklin Templeton (BEN) stake by 19% in Q3 2026, buying an estimated $50.2K and bringing the position to 9,369 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #776.

Wedmont Private Capital first reported a position in BEN in Q4 2023 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • Wedmont Private Capital held 9,369 shares of Franklin Templeton worth $304K as of Q3 2026.
  • Wedmont Private Capital bought 1,495 Franklin Templeton shares in Q3 2026, an estimated $50.2K.
  • Franklin Templeton made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #776 holding.
  • Wedmont Private Capital first reported a position in Franklin Templeton in Q4 2023 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.