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CoreCap Advisors’s Franklin Resources BEN Stock Holding History

CoreCap 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 		$647K Buy
19,434
+2,093
+12% +$62.7K 0.02% 485
2026
Q1 		$410K Buy
17,341
+6,702
+63% +$172K 0.01% 561
2025
Q4 		$254K Buy
10,639
+7,488
+238% +$172K 0.01% 712
2025
Q3 		$72.9K Buy
3,151
+2,151
+215% +$53.2K ﹤0.01% 1159
2025
Q2 		$23.9K Buy
1,000
+936
+1,463% +$19.3K ﹤0.01% 1542
2025
Q1 		$1.23K Sell
64
-1,174
-95% -$23.5K ﹤0.01% 2478
2024
Q4 		$25.1K Buy
1,238
+737
+147% +$15.5K ﹤0.01% 1457
2024
Q3 		$10.1K Buy
+501
New +$10.8K ﹤0.01% 1797
2024
Q2 		– Sell
-489
Closed -$13.7K – 1703
2024
Q1 		$13.7K Buy
+489
New +$13.5K ﹤0.01% 1629
2022
Q4 		$69.4K Buy
+2,629
New +$65.3K 0.01% 870
2022
Q3 		– Sell
-71
Closed -$2K – 682
2022
Q2 		$2K Buy
+71
New +$1.82K ﹤0.01% 1835

Other funds holding BEN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CoreCap Advisors's BEN Position: Q2 2026 in Review

CoreCap Advisors increased its Franklin Resources (BEN) stake by 12% in Q2 2026, buying an estimated $62.7K and bringing the position to 19,434 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #485.

CoreCap Advisors first reported a position in BEN in Q2 2022 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • CoreCap Advisors held 19,434 shares of Franklin Resources worth $647K as of Q2 2026.
  • CoreCap Advisors bought 2,093 Franklin Resources shares in Q2 2026, an estimated $62.7K.
  • Franklin Resources made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #485 holding.
  • CoreCap Advisors first reported a position in Franklin Resources in Q2 2022 and has held it in 11 quarters since.
  • 92 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.