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West Oak Capital’s Franklin Templeton BEN Stock Holding History

West Oak 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
2025
Q3 		$17K Hold
735
– – 0.01% 198
2025
Q2 		$17.5K Sell
735
-4,145
-85% -$85.4K 0.01% 221
2025
Q1 		$93.9K Hold
4,880
– – 0.04% 145
2024
Q4 		$99K Sell
4,880
-2,400
-33% -$50.6K 0.04% 145
2024
Q3 		$147K Sell
7,280
-40,635
-85% -$876K 0.03% 129
2024
Q2 		$1.07M Sell
47,915
-1,465
-3% -$35.3K 0.43% 60
2024
Q1 		$1.39M Buy
49,380
+735
+2% +$20.2K 0.59% 55
2023
Q4 		$1.38M Sell
48,645
-8,295
-15% -$206K 0.65% 52
2023
Q3 		$1.4M Buy
56,940
+275
+0.5% +$7.44K 0.7% 51
2023
Q2 		$1.51M Sell
56,665
-2,400
-4% -$62K 0.74% 48
2023
Q1 		$1.59M Buy
59,065
+4,775
+9% +$139K 0.81% 48
2022
Q4 		$1.43M Sell
54,290
-9,445
-15% -$235K 0.75% 50
2022
Q3 		$1.37M Buy
63,735
+30,565
+92% +$786K 0.74% 52
2022
Q2 		$773K Buy
33,170
+12,020
+57% +$307K 0.41% 68
2022
Q1 		$591K Buy
21,150
+17,690
+511% +$540K 0.27% 77
2021
Q4 		$116K Buy
3,460
+485
+16% +$16K 0.04% 152
2021
Q3 		$88K Buy
2,975
+1,160
+64% +$36.2K 0.03% 162
2021
Q2 		$58K Buy
1,815
+1,300
+252% +$42.1K 0.02% 179
2021
Q1 		$15K Buy
+515
New +$14.1K 0.01% 247

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 $3.37T AUM 44.26% 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

West Oak Capital's BEN Position: Q3 2025 in Review

West Oak Capital held its Franklin Templeton (BEN) position steady in Q3 2025 at 735 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #198.

West Oak Capital first reported a position in BEN in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2023. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • West Oak Capital held 735 shares of Franklin Templeton worth $17K as of Q3 2025.
  • West Oak Capital left its Franklin Templeton share count unchanged in Q3 2025.
  • Franklin Templeton made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #198 holding.
  • West Oak Capital first reported a position in Franklin Templeton in Q1 2021 and has held it in 19 quarters since.
  • West Oak Capital's Franklin Templeton position peaked at $1.59M in Q1 2023.
  • 591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.