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Franklin Resources shares owned by International Private Wealth Advisors

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by International Private Wealth Advisors from 13F filings

Historical chart of International Private Wealth Advisors investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by International Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by International Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $261k 14k 19.25
2024-12-31 $274k 14k 20.29
2024-09-30 $259k 13k 20.15
2024-06-30 $294k 13k 22.35
2024-03-31 $316k 11k 28.11

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Amazon (AMZN)
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Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg Enhncd (CERY)
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Costco Wholesale Corporation (COST)

View all positions for International Private Wealth Advisors

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
Goldman Sachs Group
Citadel Advisors
Northern Trust
Azora Capital
Charles Schwab Investment Management
Kopernik Global Investors

View all funds holding Franklin Resources