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Franklin Resources shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private Wealth Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 986 20.15
2024-06-30 $33k 1.5k 22.35
2024-03-31 $47k 1.7k 28.12
2023-12-31 $49k 1.6k 29.79
2023-09-30 $40k 1.6k 24.58