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Planning Strategies Inc. → BEN
Planning Strategies Inc. BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
4
Latest value
$17.9M
Q3 2026
Peak value
$17.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $399 |
| Q2 2026 | $16M |
| Q3 2026 | $964 |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 429.9K | — | — |
| Q3 2026 | $964 | 30 | — | — |
| Q2 2026 | $16M | 394.1K | — | — |
| Q2 2026 | $399 | 12 | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF
TALO
$6.3MT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
TALO
$5.6MT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF