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Franklin Resources shares owned by Bp Wealth Management

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

Historical chart of Bp Wealth Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Bp Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 105k 23.89
2024-06-30 $217k 9.7k 22.35
2024-03-31 $303k 11k 28.11
2023-12-31 $328k 11k 29.79
2023-09-30 $249k 10k 24.58
2023-06-30 $272k 10k 26.71
2023-03-31 $285k 11k 26.94
2022-12-31 $305k 12k 26.38
2022-09-30 $249k 12k 21.55
2022-06-30 $222k 9.5k 23.36
2022-03-31 $264k 9.4k 27.95
2021-12-31 $378k 11k 33.44
2021-09-30 $322k 11k 29.73
2021-06-30 $263k 8.2k 31.94
2021-03-31 $246k 8.3k 29.66
2020-12-31 $228k 9.1k 25.02
2019-12-31 $225k 8.6k 26.03
2019-09-30 $233k 8.1k 28.92
2019-06-30 $280k 8.1k 34.75
2019-03-31 $278k 8.4k 33.10
2018-12-31 $249k 8.4k 29.69
2018-09-30 $255k 8.4k 30.46
2018-06-30 $376k 12k 32.03
2018-03-31 $407k 12k 34.67
2017-12-31 $509k 12k 43.30
2017-09-30 $591k 13k 44.47
2015-06-30 $205k 4.2k 49.08
2015-03-31 $231k 4.5k 51.40
2014-12-31 $269k 4.9k 55.42