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Concurrent Investment Advisors, LLC → BEN
Concurrent Investment Advisors, LLC BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
16
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $244K |
| Q3 2025 | $3M |
| Q4 2025 | $296K |
| Q4 2025 | $21K |
| Q4 2025 | $3.6M |
| Q1 2026 | $52K |
| Q1 2026 | $270K |
| Q1 2026 | $10M |
| Q1 2026 | $36 |
| Q2 2026 | $44K |
| Q2 2026 | $396K |
| Q2 2026 | $10.1M |
| Q2 2026 | $36 |
| Q3 2026 | $2.6M |
| Q3 2026 | $508K |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 271.9K | — | — |
| Q3 2026 | $508K | 15.8K | — | — |
| Q3 2026 | $2.6M | 81.5K | — | — |
| Q2 2026 | $36 | 1 | — | — |
| Q2 2026 | $10.1M | 247.8K | — | — |
| Q2 2026 | $396K | 11.9K | — | — |
| Q2 2026 | $44K | 1.3K | — | — |
| Q1 2026 | $36 | 1 | — | — |
| Q1 2026 | $10M | 245.6K | — | — |
| Q1 2026 | $270K | 11.4K | — | — |
| Q1 2026 | $52K | 2.2K | — | — |
| Q4 2025 | $3.6M | 97.6K | — | — |
| Q4 2025 | $21K | 886 | — | — |
| Q4 2025 | $296K | 12.4K | — | — |
| Q3 2025 | $3M | 85.5K | — | — |
| Q3 2025 | $244K | 10.5K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M