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Keudell/Morrison Wealth Management → BEN
Keudell/Morrison Wealth Management BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
4
Latest value
$14.3M
Q3 2026
Peak value
$14.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.9M |
| Q1 2026 | $9.9M |
| Q2 2026 | $13.5M |
| Q3 2026 | $14.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.3M | 342.0K | — | — |
| Q2 2026 | $13.5M | 333.3K | — | — |
| Q1 2026 | $9.9M | 244.2K | — | — |
| Q4 2025 | $8.9M | 241.0K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M