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Cromwell Holdings’s Franklin Templeton BEN Stock Holding History

Cromwell Holdings’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 		$17.9K Buy
534
+24
+5% +$719 0.01% 580
2026
Q1 		$12.2K Hold
510
– – 0.01% 582
2025
Q4 		$12.4K Hold
510
– – 0.01% 584
2025
Q3 		$12K Hold
510
– – 0.01% 604
2025
Q2 		$12.3K Buy
+510
New +$10.5K 0.01% 586
2024
Q3 		– Sell
-126
Closed -$2.85K – 613
2024
Q2 		$2.85K Buy
+126
New +$3.03K ﹤0.01% 608

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

Cromwell Holdings's BEN Position: Q2 2026 in Review

Cromwell Holdings increased its Franklin Templeton (BEN) stake by 4.7% in Q2 2026, buying an estimated $719 and bringing the position to 534 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #580.

Cromwell Holdings first reported a position in BEN in Q2 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Cromwell Holdings held 534 shares of Franklin Templeton worth $17.9K as of Q2 2026.
  • Cromwell Holdings bought 24 Franklin Templeton shares in Q2 2026, an estimated $719.
  • Franklin Templeton made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #580 holding.
  • Cromwell Holdings first reported a position in Franklin Templeton in Q2 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.