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Coldstream Capital Management’s Franklin Templeton BEN Stock Holding History

Coldstream Capital Management’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 		$248K Buy
+7,445
New +$223K ﹤0.01% 1056
2025
Q2 		– Sell
-4,989
Closed -$96K – 1366
2025
Q1 		$96K Buy
+4,989
New +$100K ﹤0.01% 1375

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

Coldstream Capital Management's BEN Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Franklin Templeton (BEN) in Q2 2026: 7,445 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in BEN as recently as Q1 2025.

Coldstream Capital Management first reported a position in BEN in Q1 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Coldstream Capital Management held 7,445 shares of Franklin Templeton worth $248K as of Q2 2026.
  • Franklin Templeton was a new Coldstream Capital Management position in Q2 2026.
  • Franklin Templeton made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1056 holding.
  • Coldstream Capital Management first reported a position in Franklin Templeton in Q1 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.