Franklin Resources shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 106k | 23.13 |
| 2025-06-30 | $2.5M | 106k | 23.85 |
| 2025-03-31 | $2.1M | 108k | 19.25 |
| 2024-12-31 | $2.2M | 108k | 20.29 |
| 2024-09-30 | $2.2M | 108k | 20.15 |
| 2024-06-30 | $2.4M | 108k | 22.35 |
| 2024-03-31 | $3.2M | 112k | 28.11 |
| 2023-12-31 | $3.5M | 119k | 29.79 |
| 2023-09-30 | $2.9M | 119k | 24.58 |
| 2023-06-30 | $3.2M | 119k | 26.71 |
| 2023-03-31 | $3.1M | 114k | 26.94 |
| 2022-12-31 | $3.1M | 117k | 26.38 |
| 2022-09-30 | $2.5M | 117k | 21.52 |
| 2022-06-30 | $2.6M | 113k | 23.31 |
| 2022-03-31 | $3.2M | 115k | 27.92 |
| 2021-12-31 | $3.9M | 116k | 33.49 |
| 2021-09-30 | $9.9M | 333k | 29.72 |
| 2021-06-30 | $11M | 331k | 31.99 |
| 2021-03-31 | $10M | 340k | 29.60 |
| 2020-12-31 | $8.5M | 340k | 24.99 |
| 2020-09-30 | $6.9M | 340k | 20.35 |
| 2020-06-30 | $7.1M | 340k | 20.97 |
| 2020-03-31 | $5.3M | 320k | 16.69 |
| 2019-12-31 | $5.9M | 228k | 25.98 |
| 2019-09-30 | $599k | 21k | 28.86 |
| 2019-06-30 | $729k | 21k | 34.79 |
| 2019-03-31 | $1.4M | 43k | 33.13 |
| 2018-12-31 | $1.3M | 45k | 29.65 |
| 2018-09-30 | $1.4M | 47k | 30.42 |
| 2018-06-30 | $525k | 16k | 32.04 |
More positions owned by Keystone Financial Planning
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