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Franklin Resources shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Resources by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 300 20.15

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
BlackRock
State Street Corporation
Invesco
Geode Capital Management
ProShare Advisors
Dimensional Fund Advisors
First Trust Advisors
Morgan Stanley
Goldman Sachs Group
Bank of New York Mellon
Voloridge Investment Management
AQR Capital Management

View all funds holding Franklin Resources