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Franklin Resources shares owned by IMS Capital Management

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by IMS Capital Management from 13F filings

Historical chart of IMS Capital Management investment in Franklin Resources

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All positions including Franklin Resources held by IMS Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by IMS Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 10k 23.13
2025-06-30 $229k 9.6k 23.85
2022-03-31 $278k 10k 27.89
2021-09-30 $323k 11k 29.74
2018-09-30 $22k 721 30.51
2018-06-30 $161k 5.0k 32.08
2015-06-30 $548k 11k 49.02
2015-03-31 $209k 4.1k 51.24
2014-12-31 $213k 3.8k 55.48
2014-09-30 $204k 3.7k 54.56
2014-06-30 $216k 3.7k 57.77
2014-03-31 $203k 3.7k 54.29