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Cherry Creek Investment Advisors’s Franklin Templeton BEN Stock Holding History

Cherry Creek Investment Advisors’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 		$688K Buy
20,684
+106
+0.5% +$3.17K 0.27% 58
2026
Q1 		$486K Buy
20,578
+103
+0.5% +$2.65K 0.21% 69
2025
Q4 		$489K Buy
20,475
+2,106
+11% +$48.4K 0.21% 70
2025
Q3 		$425K Buy
18,369
+100
+0.5% +$2.47K 0.18% 74
2025
Q2 		$436K Buy
18,269
+140
+0.8% +$2.88K 0.2% 68
2025
Q1 		$349K Buy
+18,129
New +$363K 0.18% 80

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

Cherry Creek Investment Advisors's BEN Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Franklin Templeton (BEN) stake by 0.52% in Q2 2026, buying an estimated $3.17K and bringing the position to 20,684 shares worth $688K. The position accounts for 0.27% of the portfolio, ranked #58.

Cherry Creek Investment Advisors first reported a position in BEN in Q1 2025 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cherry Creek Investment Advisors held 20,684 shares of Franklin Templeton worth $688K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 106 Franklin Templeton shares in Q2 2026, an estimated $3.17K.
  • Franklin Templeton made up 0.27% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Cherry Creek Investment Advisors first reported a position in Franklin Templeton in Q1 2025 and has held it in 6 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.