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Treasure Coast Financial Planning → BEN
Treasure Coast Financial Planning BEN Position History
Franklin Templeton Inc. • Financial Services
Quarters held
4
Latest value
$9.9M
Q3 2026
Peak value
$10.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.2M |
| Q1 2026 | $9.5M |
| Q2 2026 | $10.1M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 262.0K | — | — |
| Q2 2026 | $10.1M | 260.6K | — | — |
| Q1 2026 | $9.5M | 261.5K | — | — |
| Q4 2025 | $9.2M | 252.1K | — | — |
Other funds holding BEN
$882.5M
$864.1M
$811.7M
$791.4M
$698.8M
$662.9M
$662.9M