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Piedmont Capital Management, LLC/NC → BEN

Piedmont Capital Management, LLC/NC BEN Position History

Franklin Templeton Inc. • Financial Services

Quarters held
4
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6M
Q1 2026$6.9M
Q2 2026$7.8M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M201.6K——
Q2 2026$7.8M191.4K——
Q1 2026$6.9M170.7K——
Q4 2025$6M162.0K——

Other funds holding BEN

Other Piedmont Capital Management, LLC/NC positions

VGES

VANGUARD INDEX FDS

$26.6M
VGES

VANGUARD INDEX FDS

$25.4M
VGES

VANGUARD INDEX FDS

$22.5M
VGES

VANGUARD INDEX FDS

$21.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$12.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$12.2M
VGES

VANGUARD TAX-MANAGED FDS

$11.9M
VGES

VANGUARD TAX-MANAGED FDS

$11.9M