Cherry Creek Investment Advisors, Inc.
Position in BEN — Franklin Resources Inc
CIK 1877829
ENGLEWOOD, CO
Position in BEN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$486,052
-$3,095 QoQ
Shares Held
20,578
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cherry Creek Investment Advisors, Inc. holds $945,300 across 4 Asset Management names. BEN ranks #1 (51.4% of the industry book) .
All Filings in BEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,052 | 20,578 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $489,147 | 20,475 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $424,874 | 18,369 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $435,715 | 18,269 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $348,983 | 18,129 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||