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Checchi Capital Advisers’s Franklin Templeton BEN Stock Holding History

Checchi Capital 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 		$258K Buy
+7,747
New +$232K 0.01% 532
2016
Q3 		– Sell
-3,330
Closed -$111K – 478
2016
Q2 		$111K Sell
3,330
-322
-9% -$11.7K 0.01% 538
2016
Q1 		$143K Buy
+3,652
New +$129K 0.03% 442

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's BEN Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in Franklin Templeton (BEN) in Q2 2026: 7,747 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in BEN as recently as Q2 2016.

Checchi Capital Advisers first reported a position in BEN in Q1 2016 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Checchi Capital Advisers held 7,747 shares of Franklin Templeton worth $258K as of Q2 2026.
  • Franklin Templeton was a new Checchi Capital Advisers position in Q2 2026.
  • Franklin Templeton made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #532 holding.
  • Checchi Capital Advisers first reported a position in Franklin Templeton in Q1 2016 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.