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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
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

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

CX Institutional's BEN Position: Q2 2026 in Review

CX Institutional increased its Franklin Templeton (BEN) stake by 9.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,920 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

CX Institutional first reported a position in BEN in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2019. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • CX Institutional held 4,920 shares of Franklin Templeton worth $164K as of Q2 2026.
  • CX Institutional bought 426 Franklin Templeton shares in Q2 2026, an estimated $12.8K.
  • Franklin Templeton made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #777 holding.
  • CX Institutional first reported a position in Franklin Templeton in Q1 2019 and has held it in 17 quarters since.
  • CX Institutional's Franklin Templeton position peaked at $1.1M in Q2 2019.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.