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CVA Family Office’s Franklin Templeton BEN Stock Holding History

CVA Family Office’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 		$26.5K Buy
796
+117
+17% +$3.5K ﹤0.01% 745
2026
Q1 		$16K Buy
679
+594
+699% +$15.3K ﹤0.01% 862
2025
Q4 		$2.03K Hold
85
– – ﹤0.01% 990
2025
Q3 		$1.97K Hold
85
– – ﹤0.01% 1007
2025
Q2 		$2.03K Sell
85
-130
-60% -$2.68K ﹤0.01% 994
2025
Q1 		$4.14K Sell
215
-360
-63% -$7.21K ﹤0.01% 923
2024
Q4 		$11.7K Buy
575
+550
+2,200% +$11.6K ﹤0.01% 765
2024
Q3 		$504 Sell
25
-413
-94% -$8.9K ﹤0.01% 1216
2024
Q2 		$9.79K Sell
438
-1,202
-73% -$28.9K ﹤0.01% 744
2024
Q1 		$46.1K Hold
1,640
– – 0.01% 505
2023
Q4 		$48.9K Buy
+1,640
New +$40.8K 0.01% 483
2023
Q3 		– Sell
-1,270
Closed -$33.9K – 304
2023
Q2 		$33.9K Sell
1,270
-165
-11% -$4.26K 0.01% 521
2023
Q1 		$38.7K Hold
1,435
– – 0.01% 484
2022
Q4 		$37.9K Buy
1,435
+815
+131% +$20.2K 0.01% 461
2022
Q3 		$13K Buy
620
+490
+377% +$12.6K ﹤0.01% 593
2022
Q2 		$3K Sell
130
-100
-43% -$2.56K ﹤0.01% 785
2022
Q1 		$6K Sell
230
-650
-74% -$19.9K ﹤0.01% 738
2021
Q4 		$29K Buy
+880
New +$29K 0.01% 459
2021
Q3 		– Sell
-430
Closed -$14K – 415
2021
Q2 		$14K Buy
430
+325
+310% +$10.5K ﹤0.01% 594
2021
Q1 		$3K Buy
+105
New +$2.87K ﹤0.01% 667

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

CVA Family Office's BEN Position: Q2 2026 in Review

CVA Family Office increased its Franklin Templeton (BEN) stake by 17% in Q2 2026, buying an estimated $3.5K and bringing the position to 796 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

CVA Family Office first reported a position in BEN in Q1 2021 and has held it in 20 quarters since. The position peaked at $48.9K in Q4 2023. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • CVA Family Office held 796 shares of Franklin Templeton worth $26.5K as of Q2 2026.
  • CVA Family Office bought 117 Franklin Templeton shares in Q2 2026, an estimated $3.5K.
  • Franklin Templeton made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #745 holding.
  • CVA Family Office first reported a position in Franklin Templeton in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Franklin Templeton position peaked at $48.9K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.