Back to BEN
Creative Planning BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
11
Latest value
$11.2M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $220K |
| Q3 2025 | $2.1M |
| Q4 2025 | $4.3M |
| Q4 2025 | $254K |
| Q1 2026 | $275K |
| Q1 2026 | $5.9M |
| Q2 2026 | $383K |
| Q2 2026 | $9.8M |
| Q3 2026 | $272K |
| Q3 2026 | $382K |
| Q3 2026 | $11.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.2M | 349.0K | — | — |
| Q3 2026 | $382K | 11.9K | — | — |
| Q3 2026 | $272K | 6.5K | — | — |
| Q2 2026 | $9.8M | 294.1K | — | — |
| Q2 2026 | $383K | 11.5K | — | — |
| Q1 2026 | $5.9M | 249.8K | — | — |
| Q1 2026 | $275K | 11.6K | — | — |
| Q4 2025 | $254K | 10.6K | — | — |
| Q4 2025 | $4.3M | 179.5K | — | — |
| Q3 2025 | $2.1M | 90.5K | — | — |
| Q3 2025 | $220K | 9.5K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M