Physician Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Physician Wealth Advisors’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	$1.93K	Sell	58 -99	-63%	-$2.96K	﹤0.01%	1521
2026 Q1	$3.71K	Buy	157 +99	+171%	+$2.55K	﹤0.01%	1110
2025 Q4	$1.39K	Sell	58 -9	-13%	-$207	﹤0.01%	1455
2025 Q3	$1.55K	Buy	67 +46	+219%	+$1.14K	﹤0.01%	1329
2025 Q2	$501	Hold	21	–	–	﹤0.01%	1710
2025 Q1	$405	Hold	21	–	–	﹤0.01%	1381
2024 Q4	$427	Buy	+21	New	+$442	﹤0.01%	1104

Other funds holding BEN

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Physician Wealth Advisors's BEN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Franklin Templeton (BEN) stake by 63% in Q2 2026, selling an estimated $2.96K and leaving 58 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Physician Wealth Advisors first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71K in Q1 2026. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Physician Wealth Advisors held 58 shares of Franklin Templeton worth $1.93K as of Q2 2026.
Physician Wealth Advisors sold 99 Franklin Templeton shares in Q2 2026, an estimated $2.96K.
Franklin Templeton made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1521 holding.
Physician Wealth Advisors first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Franklin Templeton position peaked at $3.71K in Q1 2026.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.