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Franklin Resources shares owned by Altium Wealth Management

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

Historical chart of Altium Wealth Management investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Resources by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $701k 30k 23.33
2022-03-31 $646k 23k 27.92
2021-12-31 $520k 16k 33.50
2021-09-30 $370k 12k 29.73
2021-06-30 $299k 9.4k 31.94

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Franklin Resources

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

View all funds holding Franklin Resources