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Cornerstone Planning Group’s Franklin Templeton BEN Stock Holding History

Cornerstone Planning Group’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 		$2.43K Buy
75
+11
+17% +$329 ﹤0.01% 1270
2026
Q1 		$1.95K Buy
64
+10
+19% +$257 ﹤0.01% 1305
2025
Q4 		$1.4K Sell
54
-55
-50% -$1.26K ﹤0.01% 1268
2025
Q3 		$2.48K Buy
109
+42
+63% +$1.04K ﹤0.01% 1119
2025
Q2 		$1.69K Buy
67
+23
+52% +$474 ﹤0.01% 986
2025
Q1 		$809 Buy
+44
New +$882 ﹤0.01% 1177
2024
Q3 		– Sell
-83
Closed -$1.78K – 1306
2024
Q2 		$1.78K Buy
+83
New +$2K ﹤0.01% 802

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

Cornerstone Planning Group's BEN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Franklin Templeton (BEN) stake by 17% in Q2 2026, buying an estimated $329 and bringing the position to 75 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Cornerstone Planning Group first reported a position in BEN in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.48K in Q3 2025. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cornerstone Planning Group held 75 shares of Franklin Templeton worth $2.43K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Franklin Templeton shares in Q2 2026, an estimated $329.
  • Franklin Templeton made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1270 holding.
  • Cornerstone Planning Group first reported a position in Franklin Templeton in Q2 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Franklin Templeton position peaked at $2.48K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.