Franklin Resources shares owned by Herold Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Franklin Resources by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 8.8k | 23.13 |
| 2025-06-30 | $209k | 8.8k | 23.85 |
| 2024-12-31 | $299k | 15k | 20.29 |
| 2024-09-30 | $378k | 19k | 20.15 |
| 2024-06-30 | $444k | 20k | 22.35 |
| 2024-03-31 | $558k | 20k | 28.11 |
| 2023-12-31 | $651k | 22k | 29.79 |
| 2023-09-30 | $537k | 22k | 24.58 |
| 2023-06-30 | $584k | 22k | 26.71 |
| 2023-03-31 | $599k | 22k | 26.94 |
| 2022-12-31 | $587k | 22k | 26.38 |
| 2022-09-30 | $435k | 20k | 21.48 |
| 2022-06-30 | $472k | 20k | 23.31 |
| 2022-03-31 | $565k | 20k | 27.92 |
| 2021-12-31 | $678k | 20k | 33.48 |
| 2021-09-30 | $601k | 20k | 29.68 |