CX Institutional

Position in BEN — Franklin Resources Inc

CIK 1737089 AUBURN, IN

Position in BEN

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$163,688

+$57,540 QoQ

Shares Held

4,920

+9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#493

of 662 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $13,060,782 across 49 Asset Management names. BEN ranks #14 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	10,540	$4,835,330
2	STT	State Street Corp	9,788	$1,660,044
3	BPRE	Bluerock Private Real Estate Fund	81,360	$1,058,493
4	RJF	Raymond James Financial Inc	4,957	$753,612
5	BLK	BlackRock, Inc.	633	$608,667
6	BX	Blackstone Inc.	4,615	$543,047
7	IVZ	Invesco Ltd.	16,358	$431,687
8	APO	Apollo Global Management, Inc.	3,409	$403,318

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,688	4,920	+9.5%	Shares	Sole	2026-07-02
2026-03-31	$106,148	4,494	+2.1%	Shares	Sole	2026-04-06
2025-12-31	$105,187	4,403	+26.5%	Shares	Sole	2026-02-02
2025-09-30	$80,538	3,482	+3.0%	Shares	Sole	2025-10-23
2025-06-30	$80,589	3,379	+245.1%	Shares	Sole	2025-07-16
2025-03-31	$18,845	979	+11.8%	Shares	Sole	2025-04-15
2022-06-30	$20,419	876	-13.4%	Shares	Sole	2022-08-02
2021-09-30	$30,046	1,011	+14.1%	Shares	Sole	2021-11-10
2021-06-30	$28,343	886	+29.7%	Shares	Sole	2021-08-04
2021-03-31	$20,216	683	+11.8%	Shares	Sole	2021-04-15
2020-12-31	$15,268	611	+78.7%	Shares	Sole	2021-01-12
2020-09-30	$6,959	342	+17.9%	Shares	Sole	2020-10-13
2020-06-30	$6,081	290	+92.1%	Shares	Sole	2020-08-06
2020-03-31	$2,520	151	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.