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Trademark Financial Management, LLC → BEN
Trademark Financial Management, LLC BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
2
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2.6M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 83.6K | — | — |
| Q2 2026 | $2.6M | 63.2K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M