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Franklin Resources shares owned by Catherine Avery Investment Management

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Catherine Avery Investment Management from 13F filings

Historical chart of Catherine Avery Investment Management investment in Franklin Resources

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All positions including Franklin Resources held by Catherine Avery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Catherine Avery Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $106k 4.4k 23.89
2025-09-30 $201k 8.7k 23.13
2025-06-30 $2.9M 122k 23.85
2025-03-31 $2.3M 117k 19.25
2024-12-31 $2.2M 109k 20.29