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Principal Securities’s Franklin Templeton BEN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,322
Closed -$76.8K – 1564
2025
Q3 		$76.8K Buy
3,322
+294
+10% +$7.27K ﹤0.01% 1726
2025
Q2 		$72.2K Buy
3,028
+1,071
+55% +$22.1K ﹤0.01% 1686
2025
Q1 		$39.7K Hold
1,957
– – ﹤0.01% 1852
2024
Q4 		$39.7K Buy
1,957
+1,661
+561% +$35K ﹤0.01% 1850
2024
Q3 		$5.96K Sell
296
-1,017
-77% -$21.9K ﹤0.01% 2618
2024
Q2 		$29.3K Buy
1,313
+367
+39% +$8.84K ﹤0.01% 1869
2024
Q1 		$26.6K Sell
946
-229
-19% -$6.31K ﹤0.01% 1872
2023
Q4 		$35K Buy
+1,175
New +$29.2K ﹤0.01% 1639

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Principal Securities's BEN Position: Q4 2025 in Review

Principal Securities sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 3,322 shares — an estimated $76.8K sold.

Principal Securities first reported a position in BEN in Q4 2023 and held it in 8 quarters. The position peaked at $76.8K in Q3 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Principal Securities reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,322 Franklin Templeton shares in Q4 2025, an estimated $76.8K.
  • Principal Securities first reported a position in Franklin Templeton in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Franklin Templeton position peaked at $76.8K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.