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Franklin Resources shares owned by Joule Financial

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

Historical chart of Joule Financial investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Joule Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 11k 28.11
2023-12-31 $317k 11k 29.79
2023-09-30 $264k 11k 24.58
2023-06-30 $272k 10k 26.71
2023-03-31 $209k 7.8k 26.94