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Franklin Resources shares owned by Herold Advisors

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

Historical chart of Herold Advisors investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $558k 20k 28.11
2023-12-31 $651k 22k 29.79
2023-09-30 $537k 22k 24.58
2023-06-30 $584k 22k 26.71
2023-03-31 $599k 22k 26.94
2022-12-31 $587k 22k 26.38
2022-09-30 $435k 20k 21.48
2022-06-30 $472k 20k 23.31
2022-03-31 $565k 20k 27.92
2021-12-31 $678k 20k 33.48
2021-09-30 $601k 20k 29.68