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 Q3	$634K	Sell	19,737 -947	-5%	-$31.8K	0.24%	64
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Cherry Creek Investment Advisors's BEN Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its Franklin Templeton (BEN) stake by 4.6% in Q3 2026, selling an estimated $31.8K and leaving 19,737 shares worth $634K. The position accounts for 0.24% of the portfolio, ranked #64.

Cherry Creek Investment Advisors first reported a position in BEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $688K in Q2 2026. 75 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

Cherry Creek Investment Advisors held 19,737 shares of Franklin Templeton worth $634K as of Q3 2026.
Cherry Creek Investment Advisors sold 947 Franklin Templeton shares in Q3 2026, an estimated $31.8K.
Franklin Templeton made up 0.24% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #64 holding.
Cherry Creek Investment Advisors first reported a position in Franklin Templeton in Q1 2025 and has held it in 7 quarters since.
Cherry Creek Investment Advisors's Franklin Templeton position peaked at $688K in Q2 2026.
75 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.