Cetera Investment Advisers
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Cetera Investment Advisers’s Franklin Templeton BEN Stock Holding History

Cetera Investment Advisers’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 		$4.53M Buy
136,082
+8,452
+7% +$253K ﹤0.01% 1695
2026
Q1 		$3.01M Sell
127,630
-24,000
-16% -$618K ﹤0.01% 1898
2025
Q4 		$3.62M Buy
151,630
+9,687
+7% +$222K ﹤0.01% 1698
2025
Q3 		$3.28M Buy
141,943
+23,742
+20% +$587K ﹤0.01% 1742
2025
Q2 		$2.82M Buy
118,201
+16,112
+16% +$332K ﹤0.01% 1590
2025
Q1 		$1.97M Buy
102,089
+13,578
+15% +$272K ﹤0.01% 1760
2024
Q4 		$1.8M Sell
88,511
-166,976
-65% -$3.52M ﹤0.01% 1737
2024
Q3 		$5.15M Sell
255,487
-16,940
-6% -$365K 0.01% 982
2024
Q2 		$6.09M Sell
272,427
-10,538
-4% -$254K 0.01% 899
2024
Q1 		$7.95M Buy
282,965
+33,005
+13% +$909K 0.02% 761
2023
Q4 		$7.45M Sell
249,960
-20,978
-8% -$522K 0.06% 311
2023
Q3 		$6.66M Sell
270,938
-3,409
-1% -$92.2K 0.06% 328
2023
Q2 		$7.33M Sell
274,347
-7,844
-3% -$203K 0.06% 294
2023
Q1 		$7.6M Buy
282,191
+1,651
+0.6% +$48.2K 0.07% 273
2022
Q4 		$7.4M Sell
280,540
-167
-0.1% -$4.15K 0.07% 274
2022
Q3 		$6.04M Sell
280,707
-14,592
-5% -$375K 0.12% 178
2022
Q2 		$6.88M Buy
295,299
+6,741
+2% +$172K 0.11% 194
2022
Q1 		$8.06M Buy
288,558
+1,524
+0.5% +$46.5K 0.12% 187
2021
Q4 		$9.61M Buy
287,034
+1,087
+0.4% +$35.8K 0.14% 158
2021
Q3 		$8.5M Sell
285,947
-2,155
-0.7% -$67.2K 0.14% 165
2021
Q2 		$9.22M Sell
288,102
-9,848
-3% -$319K 0.15% 155
2021
Q1 		$8.82M Sell
297,950
-12,811
-4% -$350K 0.17% 124
2020
Q4 		$7.77M Buy
+310,761
New +$6.94M 0.15% 146

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

Cetera Investment Advisers's BEN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Franklin Templeton (BEN) stake by 6.6% in Q2 2026, buying an estimated $253K and bringing the position to 136,082 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Cetera Investment Advisers first reported a position in BEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.61M in Q4 2021. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cetera Investment Advisers held 136,082 shares of Franklin Templeton worth $4.53M as of Q2 2026.
  • Cetera Investment Advisers bought 8,452 Franklin Templeton shares in Q2 2026, an estimated $253K.
  • Franklin Templeton made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1695 holding.
  • Cetera Investment Advisers first reported a position in Franklin Templeton in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Franklin Templeton position peaked at $9.61M in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.