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Compass Wealth Management, LLC/GA → BEN
Compass Wealth Management, LLC/GA BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
5
Latest value
$14.9M
Q3 2026
Peak value
$14.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q4 2025 | $14M |
| Q1 2026 | $14.7M |
| Q2 2026 | $14.6M |
| Q3 2026 | $14.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.9M | 357.1K | — | — |
| Q2 2026 | $14.6M | 360.2K | — | — |
| Q1 2026 | $14.7M | 363.1K | — | — |
| Q4 2025 | $14M | 380.4K | — | — |
| Q3 2025 | $13.8M | 397.6K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M