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
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Catherine Avery Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Catherine Avery Investment Management
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