Physician Wealth Advisors’s Franklin Resources 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Franklin Resources (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. 252 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Physician Wealth Advisors held 58 shares of Franklin Resources worth $1.93K as of Q2 2026.
Physician Wealth Advisors sold 99 Franklin Resources shares in Q2 2026, an estimated $2.96K.
Franklin Resources 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 Resources in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Franklin Resources position peaked at $3.71K in Q1 2026.
252 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

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