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Cresset Asset Management’s Franklin Templeton BEN Stock Holding History

Cresset Asset 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 		$8.23M Buy
244,915
+12,142
+5% +$364K 0.03% 324
2026
Q1 		$5.57M Buy
232,773
+14,148
+6% +$364K 0.02% 352
2025
Q4 		$5.29M Sell
218,625
-147
-0.1% -$3.38K 0.02% 355
2025
Q3 		$5.13M Buy
218,772
+8,035
+4% +$199K 0.02% 346
2025
Q2 		$5.09M Sell
210,737
-7,325
-3% -$151K 0.03% 327
2025
Q1 		$4.27M Buy
218,062
+26,385
+14% +$529K 0.02% 371
2024
Q4 		$3.95M Sell
191,677
-6,594
-3% -$139K 0.02% 395
2024
Q3 		$4.06M Sell
198,271
-3,658
-2% -$78.8K 0.02% 507
2024
Q2 		$4.57M Buy
201,929
+28,154
+16% +$678K 0.02% 449
2024
Q1 		$4.94M Buy
173,775
+7,407
+4% +$204K 0.02% 384
2023
Q4 		$4.96M Buy
166,368
+25,075
+18% +$624K 0.03% 340
2023
Q3 		$3.51M Buy
141,293
+11,394
+9% +$308K 0.01% 405
2023
Q2 		$3.51M Buy
+129,899
New +$3.36M ﹤0.01% 494
2022
Q4 		– Sell
-9,320
Closed -$204K – 756
2022
Q3 		$204K Sell
9,320
-2,313
-20% -$59.4K ﹤0.01% 789
2022
Q2 		$96K Sell
11,633
-3,752
-24% -$96K ﹤0.01% 885
2022
Q1 		$433K Sell
15,385
-45,084
-75% -$1.38M ﹤0.01% 645
2021
Q4 		$2.04M Buy
60,469
+12,451
+26% +$410K 0.02% 300
2021
Q3 		$1.44M Sell
48,018
-8,137
-14% -$254K 0.02% 298
2021
Q2 		$1.81M Buy
56,155
+18,236
+48% +$591K 0.03% 219
2021
Q1 		$1.13M Buy
37,919
+23,233
+158% +$635K 0.02% 264
2020
Q4 		$371K Sell
14,686
-349
-2% -$7.79K 0.01% 489
2020
Q3 		$311K Buy
15,035
+549
+4% +$11.5K 0.01% 503
2020
Q2 		$304K Buy
+14,486
New +$273K 0.01% 458
2019
Q2 		– Sell
-4,478
Closed -$150K – 602
2019
Q1 		$150K Buy
4,478
+4,323
+2,789% +$137K 0.01% 443
2018
Q4 		$5K Buy
+155
New +$4.77K ﹤0.01% 1006

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

Cresset Asset Management's BEN Position: Q2 2026 in Review

Cresset Asset Management increased its Franklin Templeton (BEN) stake by 5.2% in Q2 2026, buying an estimated $364K and bringing the position to 244,915 shares worth $8.23M. The position accounts for 0.03% of the portfolio, ranked #324.

Cresset Asset Management first reported a position in BEN in Q4 2018 and has held it in 25 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cresset Asset Management held 244,915 shares of Franklin Templeton worth $8.23M as of Q2 2026.
  • Cresset Asset Management bought 12,142 Franklin Templeton shares in Q2 2026, an estimated $364K.
  • Franklin Templeton made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #324 holding.
  • Cresset Asset Management first reported a position in Franklin Templeton in Q4 2018 and has held it in 25 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.