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Cornerstone Planning Group’s Franklin Resources 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Cornerstone Planning Group increased its Franklin Resources (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. 372 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cornerstone Planning Group held 75 shares of Franklin Resources worth $2.43K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Franklin Resources shares in Q2 2026, an estimated $329.
  • Franklin Resources 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 Resources in Q2 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Franklin Resources position peaked at $2.48K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

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