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Benchmark Financial Wealth Advisors, LLC → BEN
Benchmark Financial Wealth Advisors, LLC BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
5
Latest value
$11.6M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $5M |
| Q1 2026 | $8.3M |
| Q2 2026 | $9.9M |
| Q3 2026 | $11.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.6M | 278.2K | — | — |
| Q2 2026 | $9.9M | 243.5K | — | — |
| Q1 2026 | $8.3M | 205.8K | — | — |
| Q4 2025 | $5M | 136.9K | — | — |
| Q3 2025 | $4.5M | 129.7K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M