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 Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 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. 131 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.
131 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.