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Atria Investments, Inc BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
15
Latest value
$8.2M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $868K |
| Q3 2025 | $6.5M |
| Q3 2025 | $651K |
| Q4 2025 | $694K |
| Q4 2025 | $1M |
| Q4 2025 | $7M |
| Q1 2026 | $700K |
| Q1 2026 | $874K |
| Q1 2026 | $7.9M |
| Q2 2026 | $958K |
| Q2 2026 | $695K |
| Q2 2026 | $8.3M |
| Q3 2026 | $786K |
| Q3 2026 | $743K |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 195.7K | — | — |
| Q3 2026 | $743K | 8.3K | — | — |
| Q3 2026 | $786K | 24.5K | — | — |
| Q2 2026 | $8.3M | 203.4K | — | — |
| Q2 2026 | $695K | 7.7K | — | — |
| Q2 2026 | $958K | 28.8K | — | — |
| Q1 2026 | $7.9M | 196.1K | — | — |
| Q1 2026 | $874K | 37.0K | — | — |
| Q1 2026 | $700K | 7.7K | — | — |
| Q4 2025 | $7M | 189.7K | — | — |
| Q4 2025 | $1M | 43.8K | — | — |
| Q4 2025 | $694K | 7.6K | — | — |
| Q3 2025 | $651K | 7.1K | — | — |
| Q3 2025 | $6.5M | 185.7K | — | — |
| Q3 2025 | $868K | 37.5K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M