Franklin Resources shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 22k | 23.13 |
| 2025-06-30 | $902k | 38k | 23.85 |
| 2025-03-31 | $768k | 40k | 19.25 |
| 2024-12-31 | $912k | 45k | 20.29 |
| 2024-09-30 | $1.4M | 72k | 20.15 |
| 2024-06-30 | $1.4M | 64k | 22.35 |
| 2024-03-31 | $1.3M | 48k | 28.11 |
| 2023-12-31 | $1.4M | 48k | 29.79 |
| 2023-09-30 | $1.4M | 57k | 24.58 |
| 2023-06-30 | $1.5M | 57k | 26.71 |
| 2023-03-31 | $1.5M | 55k | 26.94 |
| 2022-12-31 | $1.4k | 54k | 0.03 |
| 2022-09-30 | $1.1M | 53k | 21.53 |
| 2022-06-30 | $950k | 41k | 23.32 |
| 2022-03-31 | $827k | 30k | 27.91 |
| 2021-12-31 | $857k | 26k | 33.50 |
| 2021-09-30 | $461k | 16k | 29.70 |
| 2021-06-30 | $498k | 16k | 31.99 |
| 2016-12-31 | $6.1k | 150 | 40.61 |
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