Corient Private Wealth
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Corient Private Wealth’s Franklin Templeton BEN Stock Holding History

Corient Private Wealth’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 		$2.09M Buy
62,690
+25,847
+70% +$774K ﹤0.01% 1365
2026
Q1 		$864K Buy
36,843
+6,900
+23% +$178K ﹤0.01% 1738
2025
Q4 		$715K Buy
29,943
+12,339
+70% +$283K ﹤0.01% 1679
2025
Q3 		$407K Sell
17,604
-9,467
-35% -$234K ﹤0.01% 1927
2025
Q2 		$646K Buy
27,071
+9,840
+57% +$203K ﹤0.01% 1571
2025
Q1 		$332K Buy
17,231
+1,663
+11% +$33.3K ﹤0.01% 1805
2024
Q4 		$315K Buy
15,568
+1,929
+14% +$40.6K ﹤0.01% 1865
2024
Q3 		$275K Sell
13,639
-1,265
-8% -$27.3K ﹤0.01% 2050
2024
Q2 		$333K Sell
14,904
-556
-4% -$13.4K ﹤0.01% 1848
2024
Q1 		$435K Sell
15,460
-1,407
-8% -$38.8K ﹤0.01% 1706
2023
Q4 		$502K Sell
16,867
-3,376
-17% -$84K ﹤0.01% 1608
2023
Q3 		$498K Buy
20,243
+2,354
+13% +$63.7K ﹤0.01% 1501
2023
Q2 		$478K Buy
17,889
+383
+2% +$9.9K ﹤0.01% 1472
2023
Q1 		$469K Buy
17,506
+3,825
+28% +$112K ﹤0.01% 1410
2022
Q4 		$361K Buy
+13,681
New +$340K ﹤0.01% 1263

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

Corient Private Wealth's BEN Position: Q2 2026 in Review

Corient Private Wealth increased its Franklin Templeton (BEN) stake by 70% in Q2 2026, buying an estimated $774K and bringing the position to 62,690 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Corient Private Wealth first reported a position in BEN in Q4 2022 and has held it in 15 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Corient Private Wealth held 62,690 shares of Franklin Templeton worth $2.09M as of Q2 2026.
  • Corient Private Wealth bought 25,847 Franklin Templeton shares in Q2 2026, an estimated $774K.
  • Franklin Templeton made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1365 holding.
  • Corient Private Wealth first reported a position in Franklin Templeton in Q4 2022 and has held it in 15 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.