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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
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

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

Principia Wealth Advisory's BEN Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Franklin Templeton (BEN) stake by 9.7% in Q4 2025, selling an estimated $138 and leaving 56 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Principia Wealth Advisory first reported a position in BEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.43K in Q3 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Principia Wealth Advisory held 56 shares of Franklin Templeton worth $1.34K as of Q4 2025.
  • Principia Wealth Advisory sold 6 Franklin Templeton shares in Q4 2025, an estimated $138.
  • Franklin Templeton made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #585 holding.
  • Principia Wealth Advisory first reported a position in Franklin Templeton in Q1 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Franklin Templeton position peaked at $1.43K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.