Franklin Resources shares owned by Creative Planning
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Franklin Resources by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5M | 190k | 23.89 |
| 2025-09-30 | $2.3M | 100k | 23.13 |
| 2025-06-30 | $1.5M | 62k | 23.85 |
| 2025-03-31 | $905k | 47k | 19.25 |
| 2024-12-31 | $632k | 31k | 20.29 |
| 2024-09-30 | $309k | 15k | 20.15 |
| 2024-06-30 | $443k | 20k | 22.35 |
| 2024-03-31 | $526k | 19k | 28.11 |
| 2023-12-31 | $567k | 19k | 29.79 |
| 2023-09-30 | $2.6M | 106k | 24.58 |
| 2023-06-30 | $2.9M | 110k | 26.71 |
| 2023-03-31 | $3.7M | 138k | 26.94 |
| 2022-12-31 | $3.6M | 138k | 26.38 |
| 2022-09-30 | $2.9M | 134k | 21.52 |
| 2022-06-30 | $3.0M | 129k | 23.31 |
| 2022-03-31 | $418k | 15k | 27.89 |
| 2021-12-31 | $353k | 11k | 33.44 |
| 2021-09-30 | $268k | 9.0k | 29.73 |
| 2021-06-30 | $300k | 9.4k | 31.98 |
| 2021-03-31 | $435k | 15k | 29.62 |
| 2020-12-31 | $230k | 9.2k | 25.00 |
| 2019-09-30 | $410k | 14k | 28.84 |
| 2019-06-30 | $578k | 17k | 34.79 |
| 2019-03-31 | $620k | 19k | 33.15 |
| 2018-12-31 | $310k | 10k | 29.70 |
| 2018-09-30 | $338k | 11k | 30.44 |
| 2018-06-30 | $404k | 13k | 32.04 |
| 2018-03-31 | $419k | 12k | 34.70 |
| 2017-12-31 | $492k | 11k | 43.34 |
| 2017-09-30 | $216k | 4.9k | 44.53 |
| 2017-06-30 | $227k | 5.1k | 44.74 |
| 2017-03-31 | $239k | 5.7k | 42.20 |
| 2016-12-31 | $220k | 5.6k | 39.53 |
| 2016-09-30 | $280k | 7.9k | 35.63 |
| 2016-06-30 | $114k | 3.4k | 33.47 |
| 2016-03-31 | $175k | 4.5k | 39.06 |
| 2015-12-31 | $161k | 4.4k | 36.76 |
| 2015-09-30 | $133k | 3.6k | 37.15 |
| 2015-03-31 | $162k | 3.1k | 51.48 |
| 2014-12-31 | $429k | 7.7k | 55.42 |
| 2014-09-30 | $148k | 2.7k | 54.45 |
| 2014-06-30 | $174k | 3.0k | 57.75 |
| 2014-03-31 | $191k | 3.5k | 54.26 |
| 2013-12-31 | $201k | 3.5k | 57.78 |
| 2013-09-30 | $130k | 2.6k | 50.41 |
| 2013-06-30 | $145k | 1.1k | 136.41 |
| 2012-12-31 | $114k | 905 | 125.97 |
| 2012-09-30 | $134k | 1.1k | 124.65 |
| 2012-06-30 | $88k | 790 | 111.39 |
| 2011-12-31 | $15k | 154 | 97.40 |