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Franklin Resources shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Franklin Resources

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All positions including Franklin Resources held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2k 220 28.11
2023-09-30 $2.9k 120 24.58
2022-03-31 $5.0k 172 29.07

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View all positions for GoalVest Advisory

Top funds holding Franklin Resources

Vanguard Group
BlackRock
Geode Capital Management
ProShare Advisors
Morgan Stanley
Bank of New York Mellon
Royal Bank of Canada
Dimensional Fund Advisors
Northern Trust
Amundi
First Trust Advisors
Legal & General Group
Barclays
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Franklin Resources