CI Investments Inc
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CI Investments Inc’s Franklin Templeton BEN Stock Holding History

CI Investments Inc’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 		$411K Buy
+12,357
New +$370K ﹤0.01% 667
2025
Q4 		– Sell
-1,668
Closed -$39K – 715
2025
Q3 		$39K Buy
1,668
+252
+18% +$6.23K ﹤0.01% 1059
2025
Q2 		$34K Sell
1,416
-90
-6% -$1.85K ﹤0.01% 1082
2025
Q1 		$29K Sell
1,506
-110
-7% -$2.2K ﹤0.01% 1101
2024
Q4 		$33K Sell
1,616
-27,097
-94% -$571K ﹤0.01% 1097
2024
Q3 		$579K Buy
28,713
+2,650
+10% +$57.1K ﹤0.01% 473
2024
Q2 		$583K Buy
26,063
+388
+2% +$9.34K ﹤0.01% 459
2024
Q1 		$722K Buy
25,675
+3,821
+17% +$105K ﹤0.01% 432
2023
Q4 		$651K Buy
21,854
+15,759
+259% +$392K ﹤0.01% 412
2023
Q3 		$150K Sell
6,095
-6
-0.1% -$162 ﹤0.01% 724
2023
Q2 		$163K Sell
6,101
-259
-4% -$6.69K ﹤0.01% 678
2023
Q1 		$171K Buy
6,360
+403
+7% +$11.8K ﹤0.01% 614
2022
Q4 		$157K Buy
5,957
+275
+5% +$6.83K ﹤0.01% 651
2022
Q3 		$122K Buy
5,682
+82
+1% +$2.11K ﹤0.01% 668
2022
Q2 		$131K Sell
5,600
-4,348
-44% -$111K ﹤0.01% 675
2022
Q1 		$278K Hold
9,948
– – ﹤0.01% 648
2021
Q4 		$333K Sell
9,948
-4,101
-29% -$135K ﹤0.01% 668
2021
Q3 		$418K Buy
14,049
+1,020
+8% +$31.8K ﹤0.01% 636
2021
Q2 		$417K Buy
13,029
+4,818
+59% +$156K ﹤0.01% 647
2021
Q1 		$243K Buy
8,211
+59
+0.7% +$1.61K ﹤0.01% 641
2020
Q4 		$204K Sell
8,152
-6,867
-46% -$153K ﹤0.01% 662
2020
Q3 		$306K Buy
+15,019
New +$315K ﹤0.01% 496
2018
Q4 		– Sell
-34,800
Closed -$1.06M – 343
2018
Q3 		$1.06M Hold
34,800
– – 0.01% 254
2018
Q2 		$1.11M Buy
+34,800
New +$1.17M 0.01% 240

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

CI Investments Inc's BEN Position: Q2 2026 in Review

CI Investments Inc opened a new position in Franklin Templeton (BEN) in Q2 2026: 12,357 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in BEN as recently as Q3 2025.

CI Investments Inc first reported a position in BEN in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.11M in Q2 2018. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • CI Investments Inc held 12,357 shares of Franklin Templeton worth $411K as of Q2 2026.
  • Franklin Templeton was a new CI Investments Inc position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #667 holding.
  • CI Investments Inc first reported a position in Franklin Templeton in Q2 2018 and has held it in 24 quarters since.
  • CI Investments Inc's Franklin Templeton position peaked at $1.11M in Q2 2018.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.