Keystone Financial Planning »

Franklin Resources shares owned by Keystone Financial Planning

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

Historical chart of Keystone Financial Planning investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Franklin Resources by Keystone Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 112k 28.11
2023-12-31 $3.5M 119k 29.79
2023-09-30 $2.9M 119k 24.58
2023-06-30 $3.2M 119k 26.71
2023-03-31 $3.1M 114k 26.94
2022-12-31 $3.1M 117k 26.38
2022-09-30 $2.5M 117k 21.52
2022-06-30 $2.6M 113k 23.31
2022-03-31 $3.2M 115k 27.92
2021-12-31 $3.9M 116k 33.49
2021-09-30 $9.9M 333k 29.72
2021-06-30 $11M 331k 31.99
2021-03-31 $10M 340k 29.60
2020-12-31 $8.5M 340k 24.99
2020-09-30 $6.9M 340k 20.35
2020-06-30 $7.1M 340k 20.97
2020-03-31 $5.3M 320k 16.69
2019-12-31 $5.9M 228k 25.98
2019-09-30 $599k 21k 28.86
2019-06-30 $729k 21k 34.79
2019-03-31 $1.4M 43k 33.13
2018-12-31 $1.3M 45k 29.65
2018-09-30 $1.4M 47k 30.42
2018-06-30 $525k 16k 32.04