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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

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All positions including Franklin Resources held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by AE Wealth Management

Quarter filed Position value Share count Share price at filing
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