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Franklin Templeton Holdings shares owned by Theory Financial

Quarter-by-quarter ownership of Franklin Templeton Holdings (FGDL) shares owned by Theory Financial from 13F filings

Historical chart of Theory Financial investment in Franklin Templeton Holdings

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All positions including Franklin Templeton Holdings held by Theory Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Templeton Holdings by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 3.2k 67.36

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding Franklin Templeton Holdings

Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Cetera Investment Advisers
Jane Street
Park Avenue Securities
CWM
3EDGE Asset Management
Mml Investors Services
Federation des caisses Desjardins du Quebec
Advisor Group Holdings
One Wealth Advisors
Thrivent Financial for Lutherans

View all funds holding Franklin Templeton Holdings