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Franklin Resources shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 1.4k 28.11
2023-12-31 $42k 1.4k 29.79
2023-09-30 $35k 1.4k 24.58
2023-06-30 $38k 1.4k 26.71
2023-03-31 $38k 1.4k 26.94
2022-12-31 $37k 1.4k 26.38
2022-09-30 $30k 1.4k 21.35
2022-06-30 $32k 1.4k 22.78
2022-03-31 $39k 1.4k 27.76
2021-12-31 $47k 1.4k 33.45
2021-09-30 $42k 1.4k 29.89
2021-06-30 $45k 1.4k 32.03
2021-03-31 $42k 1.4k 29.89
2020-12-31 $35k 1.4k 24.91
2020-09-30 $29k 1.4k 20.64
2020-06-30 $29k 1.4k 20.64
2020-03-31 $111k 6.7k 16.55
2019-12-31 $175k 6.7k 26.10