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CX Institutional’s Franklin Templeton BEN Stock Holding History

CX Institutional’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
Q3 		$164K Buy
5,109
+189
+4% +$6.35K ﹤0.01% 778
2026
Q2 		$164K Buy
4,920
+426
+9% +$12.8K ﹤0.01% 777
2026
Q1 		$106K Buy
4,494
+91
+2% +$2.34K ﹤0.01% 842
2025
Q4 		$105K Buy
4,403
+921
+26% +$21.1K ﹤0.01% 842
2025
Q3 		$81K Buy
3,482
+103
+3% +$2.55K ﹤0.01% 860
2025
Q2 		$81K Buy
3,379
+2,400
+245% +$49.5K ﹤0.01% 791
2025
Q1 		$19K Buy
+979
New +$19.6K ﹤0.01% 946
2022
Q3 		– Sell
-876
Closed -$20K – 519
2022
Q2 		$20K Buy
+876
New +$22.4K ﹤0.01% 840
2021
Q4 		– Sell
-1,011
Closed -$30K – 386
2021
Q3 		$30K Buy
1,011
+125
+14% +$3.9K ﹤0.01% 663
2021
Q2 		$28K Buy
886
+203
+30% +$6.58K ﹤0.01% 671
2021
Q1 		$20K Buy
683
+72
+12% +$1.97K ﹤0.01% 665
2020
Q4 		$15K Buy
611
+269
+79% +$6.01K ﹤0.01% 665
2020
Q3 		$7K Buy
342
+52
+18% +$1.09K ﹤0.01% 709
2020
Q2 		$6K Buy
290
+139
+92% +$2.62K ﹤0.01% 637
2020
Q1 		$3K Buy
+151
New +$3.47K ﹤0.01% 603
2019
Q4 		– Sell
-174
Closed -$5K – 734
2019
Q3 		$5K Sell
174
-31,593
-99% -$966K ﹤0.01% 567
2019
Q2 		$1.1M Buy
31,767
+31,597
+18,586% +$1.07M 0.18% 123
2019
Q1 		$6K Buy
+170
New +$5.37K ﹤0.01% 512

Other funds holding BEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional's BEN Position: Q3 2026 in Review

CX Institutional increased its Franklin Templeton (BEN) stake by 3.8% in Q3 2026, buying an estimated $6.35K and bringing the position to 5,109 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

CX Institutional first reported a position in BEN in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.1M in Q2 2019. 29 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • CX Institutional held 5,109 shares of Franklin Templeton worth $164K as of Q3 2026.
  • CX Institutional bought 189 Franklin Templeton shares in Q3 2026, an estimated $6.35K.
  • Franklin Templeton made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #778 holding.
  • CX Institutional first reported a position in Franklin Templeton in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Franklin Templeton position peaked at $1.1M in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.