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Franklin Resources shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 506k 23.89
2025-06-30 $271k 11k 23.85
2025-03-31 $248k 13k 19.25
2024-12-31 $605k 30k 20.29
2024-09-30 $251k 13k 20.15
2024-06-30 $268k 12k 22.35
2024-03-31 $305k 11k 28.11

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Activepassive Us (APUE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
Royal Bank of Canada
Geode Capital Management
ProShare Advisors
Azora Capital
Goldman Sachs Group
Citadel Advisors
Squarepoint Ops
Norges Bank Investment Management
Northern Trust

View all funds holding Franklin Resources