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 Q3	$736K	Buy	22,910 +3,476	+18%	+$117K	0.02%	456
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	$23.8K	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

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

CoreCap Advisors's BEN Position: Q3 2026 in Review

CoreCap Advisors increased its Franklin Templeton (BEN) stake by 18% in Q3 2026, buying an estimated $117K and bringing the position to 22,910 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #456.

CoreCap Advisors first reported a position in BEN in Q2 2022 and has held it in 12 quarters since. 138 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

CoreCap Advisors held 22,910 shares of Franklin Templeton worth $736K as of Q3 2026.
CoreCap Advisors bought 3,476 Franklin Templeton shares in Q3 2026, an estimated $117K.
Franklin Templeton made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #456 holding.
CoreCap Advisors first reported a position in Franklin Templeton in Q2 2022 and has held it in 12 quarters since.
138 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.