CoreCap Advisors’s Franklin Templeton 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

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CoreCap Advisors's BEN Position: Q2 2026 in Review

CoreCap Advisors increased its Franklin Templeton (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. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

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

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