James T. Borello RIA
BEN icon

James T. Borello RIA’s Franklin Templeton BEN Stock Holding History

James T. Borello RIA’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 		$18.9K Buy
587
+7
+1% +$235 ﹤0.01% 438
2026
Q2 		$19.3K Buy
580
+30
+5% +$898 ﹤0.01% 420
2026
Q1 		$13K Buy
550
+545
+10,900% +$14K ﹤0.01% 484
2025
Q4 		$119 Sell
5
-44
-90% -$1.01K ﹤0.01% 1066
2025
Q3 		$1.13K Buy
+49
New +$1.21K ﹤0.01% 797

Other funds holding BEN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello RIA's BEN Position: Q3 2026 in Review

James T. Borello RIA increased its Franklin Templeton (BEN) stake by 1.2% in Q3 2026, buying an estimated $235 and bringing the position to 587 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

James T. Borello RIA first reported a position in BEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q2 2026. 138 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • James T. Borello RIA held 587 shares of Franklin Templeton worth $18.9K as of Q3 2026.
  • James T. Borello RIA bought 7 Franklin Templeton shares in Q3 2026, an estimated $235.
  • Franklin Templeton made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #438 holding.
  • James T. Borello RIA first reported a position in Franklin Templeton in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Franklin Templeton position peaked at $19.3K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.