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Cassaday & Co Wealth Management’s Franklin Templeton BEN Stock Holding History

Cassaday & Co Wealth Management’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 		$3.13K Hold
94
– – ﹤0.01% 997
2026
Q1 		$2.22K Buy
+94
New +$2.42K ﹤0.01% 1057

Other funds holding BEN

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Cassaday & Co Wealth Management's BEN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Franklin Templeton (BEN) position steady in Q2 2026 at 94 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Cassaday & Co Wealth Management first reported a position in BEN in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cassaday & Co Wealth Management held 94 shares of Franklin Templeton worth $3.13K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Franklin Templeton share count unchanged in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #997 holding.
  • Cassaday & Co Wealth Management first reported a position in Franklin Templeton in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.