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Franklin Resources shares owned by Altrius Capital Management

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

Historical chart of Altrius Capital Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Altrius Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 226k 23.13
2025-06-30 $5.4M 227k 23.85
2025-03-31 $4.4M 228k 19.25
2024-12-31 $4.4M 218k 20.29
2024-09-30 $4.4M 218k 20.15
2024-06-30 $3.9M 176k 22.35
2024-03-31 $4.1M 145k 28.11
2023-12-31 $4.0M 133k 29.79
2023-09-30 $3.2M 130k 24.58
2023-06-30 $3.4M 129k 26.71
2023-03-31 $3.4M 126k 26.94
2022-12-31 $3.3M 125k 26.38
2022-09-30 $2.7M 125k 21.52
2022-06-30 $3.6M 155k 23.30