AE Wealth Management »

Franklin Resources shares owned by AE Wealth Management

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 564k 20.15
2024-06-30 $12M 542k 22.35
2024-03-31 $13M 469k 28.11
2023-12-31 $16M 573k 27.59
2023-09-30 $14M 586k 24.58
2023-06-30 $17M 632k 26.71
2023-03-31 $18M 669k 26.94
2022-12-31 $14M 541k 26.38
2022-09-30 $8.8M 407k 21.52
2022-06-30 $252k 11k 23.29
2022-03-31 $274k 9.8k 27.93
2021-12-31 $331k 9.9k 33.44
2021-09-30 $322k 11k 29.73
2021-06-30 $317k 9.9k 32.00
2021-03-31 $267k 9.0k 29.62
2020-12-31 $247k 9.9k 25.03
2020-06-30 $207k 9.9k 20.97
2017-09-30 $894k 20k 44.53
2017-06-30 $903k 20k 44.78