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Provident Wealth Management, LLC → BEN

Provident Wealth Management, LLC BEN Position History

Franklin Templeton Inc. • Financial Services

Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q1 2026$2.2M
Q2 2026$2.5M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M56.5K——
Q2 2026$2.5M61.1K——
Q1 2026$2.2M55.5K——
Q4 2025$1.9M50.4K——

Other funds holding BEN

Other Provident Wealth Management, LLC positions

TSMWF

T ROWE PRICE EXCHANGE-TRADED

$64.1M
TSMWF

T ROWE PRICE ETF INC

$59.1M
TSMWF

T ROWE PRICE ETF INC

$56.1M
QCOM

PACER FDS TR

$51.7M
QCOM

PACER FDS TR

$51.2M
QCOM

PACER FDS TR

$49.3M
TSMWF

T ROWE PRICE EXCHANGE-TRADED

$48.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M