Franklin Resources shares owned by Annis Gardner Whiting Capital Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Annis Gardner Whiting Capital Advisors
from 13F filings
Historical chart of Annis Gardner Whiting Capital Advisors investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Annis Gardner Whiting Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Franklin Resources by Annis Gardner Whiting Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $396k | 12k | 33.27 |
| 2026-03-31 | $284k | 12k | 23.62 |
| 2025-12-31 | $284k | 12k | 23.89 |
| 2025-06-30 | $191 | 8 | 23.88 |
| 2024-12-31 | $163 | 8 | 20.38 |
| 2024-06-30 | $179 | 8 | 22.38 |
| 2024-03-31 | $228 | 8 | 28.50 |
| 2023-12-31 | $2.2k | 74 | 29.80 |
| 2023-09-30 | $1.1k | 43 | 24.88 |
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