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Franklin Resources shares owned by Beacon Financial

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Franklin Resources

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All positions including Franklin Resources held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $433k 15k 29.79
2023-09-30 $396k 15k 26.71
2023-06-30 $421k 16k 26.78
2023-03-31 $480k 18k 26.63
2022-12-31 $714k 27k 26.63
2022-09-30 $592k 27k 22.19
2022-06-30 $673k 27k 25.23
2022-03-31 $750k 26k 28.54
2021-12-31 $773k 23k 33.42
2021-09-30 $693k 23k 30.46
2021-06-30 $604k 21k 29.30
2021-03-31 $518k 19k 26.85
2020-12-31 $518k 19k 26.85
2020-09-30 $401k 20k 20.35
2020-06-30 $411k 20k 20.43
2020-03-31 $282k 16k 17.77
2019-12-31 $410k 16k 25.99
2019-09-30 $469k 16k 28.63
2019-06-30 $1.9M 56k 34.81
2019-03-31 $2.0M 59k 33.13
2018-12-31 $1.7M 57k 29.16
2018-09-30 $2.1M 69k 30.41
2018-06-30 $631k 20k 32.04
2018-03-31 $721k 21k 34.66
2017-12-31 $310k 7.2k 43.33
2017-09-30 $338k 7.6k 44.49