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Sunrise Financial Services, LLC → BEN
Sunrise Financial Services, LLC BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
4
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q1 2026 | $4.8M |
| Q2 2026 | $5.2M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 142.9K | — | — |
| Q2 2026 | $5.2M | 127.6K | — | — |
| Q1 2026 | $4.8M | 117.6K | — | — |
| Q4 2025 | $4.1M | 112.6K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M
Other Sunrise Financial Services, LLC positions
COF-PN
$25.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$23.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$18.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$17.2MCAPITAL GROUP DIVIDEND VALUE
ETHA
$16.7MINVESCO EXCH TRADED FD TR II
ETHA
$16.3MINVESCO EXCH TRADED FD TR II
ETHA
$15.5MINVESCO EXCH TRADED FD TR II
ETHA
$11.7MINVESCO EXCH TRADED FD TR II