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Cornerstone Wealth Management’s Franklin Templeton BEN Stock Holding History

Cornerstone Wealth Management’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 		$541K Sell
16,259
-1,999
-11% -$59.9K 0.02% 470
2026
Q1 		$431K Buy
18,258
+2
+0% +$51 0.02% 487
2025
Q4 		$436K Sell
18,256
-299
-2% -$6.87K 0.02% 456
2025
Q3 		$429K Sell
18,555
-299
-2% -$7.39K 0.02% 453
2025
Q2 		$450K Buy
18,854
+1,652
+10% +$34K 0.03% 410
2025
Q1 		$331K Buy
17,202
+1,802
+12% +$36.1K 0.02% 454
2024
Q4 		$312K Buy
15,400
+3,750
+32% +$79K 0.02% 458
2024
Q3 		$235K Buy
11,650
+2,038
+21% +$43.9K 0.02% 509
2024
Q2 		$215K Sell
9,612
-400
-4% -$9.63K 0.02% 511
2024
Q1 		$281K Hold
10,012
– – 0.02% 437
2023
Q4 		$298K Sell
10,012
-745
-7% -$18.5K 0.03% 410
2023
Q3 		$264K Buy
10,757
+245
+2% +$6.63K 0.03% 443
2023
Q2 		$281K Sell
10,512
-1,300
-11% -$33.6K 0.03% 414
2023
Q1 		$318K Buy
+11,812
New +$345K 0.03% 366
2018
Q1 		– Sell
-10,115
Closed -$444K – 384
2017
Q4 		$444K Sell
10,115
-18
-0.2% -$780 0.08% 237
2017
Q3 		$452K Buy
10,133
+733
+8% +$32.1K 0.09% 217
2017
Q2 		$428K Sell
9,400
-980
-9% -$41.9K 0.1% 212
2017
Q1 		$430K Buy
10,380
+2,064
+25% +$85.6K 0.11% 193
2016
Q4 		$336K Sell
8,316
-593
-7% -$22.2K 0.11% 182
2016
Q3 		$319K Buy
+8,909
New +$315K 0.12% 171

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

Cornerstone Wealth Management's BEN Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Franklin Templeton (BEN) stake by 11% in Q2 2026, selling an estimated $59.9K and leaving 16,259 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #470.

Cornerstone Wealth Management first reported a position in BEN in Q3 2016 and has held it in 20 quarters since. 665 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cornerstone Wealth Management held 16,259 shares of Franklin Templeton worth $541K as of Q2 2026.
  • Cornerstone Wealth Management sold 1,999 Franklin Templeton shares in Q2 2026, an estimated $59.9K.
  • Franklin Templeton made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Cornerstone Wealth Management first reported a position in Franklin Templeton in Q3 2016 and has held it in 20 quarters since.
  • 665 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.