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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overviewAll 13F holders of BENFull Q3 2026 holdings

Shares (Q3 2026)
5,109
Value
$164.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of BEN by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20265,109$164.0K<0.1%+189+3.8%AddedHolders
Q2 20264,920$164.0K<0.1%+426+9.5%AddedHolders
Q1 20264,494$106.0K<0.1%+91+2.1%AddedHolders
Q4 20254,403$105.0K<0.1%+921+26.5%AddedHolders
Q3 20253,482$81.0K<0.1%+103+3.0%AddedHolders
Q2 20253,379$81.0K<0.1%+2,400+245.1%AddedHolders
Q1 2025979$19.0K<0.1%+979NewHolders
Q3 20220$00.0%−876−100.0%Sold outHolders
Q2 2022876$20.0K<0.1%+876NewHolders
Q4 20210$00.0%−1,011−100.0%Sold outHolders
Q3 20211,011$30.0K<0.1%+125+14.1%AddedHolders
Q2 2021886$28.0K<0.1%+203+29.7%AddedHolders
Q1 2021683$20.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.