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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
2025-09-30 $6.9k 300 23.13
2025-06-30 $7.2k 300 23.85
2025-03-31 $5.8k 300 19.25
2024-09-30 $6.0k 300 20.15

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank Wealth Management

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
Royal Bank of Canada
Geode Capital Management
ProShare Advisors
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
UBS Group
Azora Capital

View all funds holding Franklin Resources