Caldwell Sutter Capital’s Franklin Templeton BEN Stock Holding History

Caldwell Sutter Capital’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.2K	Hold	1,900	–	–	0.02%	373
2026 Q1	$44.9K	Hold	1,900	–	–	0.02%	392
2025 Q4	$45.4K	Sell	1,900 -100	-5%	-$2.3K	0.02%	377
2025 Q3	$46.3K	Hold	2,000	–	–	0.02%	378
2025 Q2	$47.7K	Hold	2,000	–	–	0.02%	365
2025 Q1	$38.5K	Hold	2,000	–	–	0.02%	390
2024 Q4	$40.6K	Hold	2,000	–	–	0.02%	386
2024 Q3	$40.3K	Hold	2,000	–	–	0.02%	396
2024 Q2	$44.7K	Hold	2,000	–	–	0.02%	369
2024 Q1	$56.2K	Hold	2,000	–	–	0.03%	335
2023 Q4	$59.6K	Hold	2,000	–	–	0.03%	316
2023 Q3	$49.2K	Hold	2,000	–	–	0.03%	321
2023 Q2	$53.4K	Buy	2,000 +1,000	+100%	+$25.8K	0.03%	316
2023 Q1	$26.9K	Buy	+1,000	New	+$29.2K	0.02%	309

Other funds holding BEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Caldwell Sutter Capital's BEN Position: Q2 2026 in Review

Caldwell Sutter Capital held its Franklin Templeton (BEN) position steady in Q2 2026 at 1,900 shares worth $63.2K. The position accounts for 0.02% of the portfolio, ranked #373.

Caldwell Sutter Capital first reported a position in BEN in Q1 2023 and has held it in 14 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Caldwell Sutter Capital held 1,900 shares of Franklin Templeton worth $63.2K as of Q2 2026.
Caldwell Sutter Capital left its Franklin Templeton share count unchanged in Q2 2026.
Franklin Templeton made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #373 holding.
Caldwell Sutter Capital first reported a position in Franklin Templeton in Q1 2023 and has held it in 14 quarters since.
665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.