Principia Wealth Advisory’s Franklin Templeton BEN Stock Holding History

Principia Wealth Advisory’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	$3.69K	Buy	111 +28	+34%	+$838	﹤0.01%	429
2026 Q1	$1.96K	Buy	83 +27	+48%	+$695	﹤0.01%	526
2025 Q4	$1.34K	Sell	56 -6	-10%	-$138	﹤0.01%	585
2025 Q3	$1.43K	Buy	62 +6	+11%	+$148	﹤0.01%	523
2025 Q2	$1.34K	Buy	56 +41	+273%	+$845	﹤0.01%	487
2025 Q1	$279	Buy	+15	New	+$301	﹤0.01%	714

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's BEN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Franklin Templeton (BEN) stake by 34% in Q2 2026, buying an estimated $838 and bringing the position to 111 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Principia Wealth Advisory first reported a position in BEN in Q1 2025 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

Principia Wealth Advisory held 111 shares of Franklin Templeton worth $3.69K as of Q2 2026.
Principia Wealth Advisory bought 28 Franklin Templeton shares in Q2 2026, an estimated $838.
Franklin Templeton made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #429 holding.
Principia Wealth Advisory first reported a position in Franklin Templeton in Q1 2025 and has held it in 6 quarters since.
669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.