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Franklin Resources shares owned by Leeward Financial Partners

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Leeward Financial Partners from 13F filings

Historical chart of Leeward Financial Partners investment in Franklin Resources

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All positions including Franklin Resources held by Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $518k 18k 28.11
2023-12-31 $549k 18k 29.79
2023-09-30 $453k 18k 24.58
2023-06-30 $493k 18k 26.71
2023-03-31 $497k 18k 26.94
2022-03-31 $203k 7.3k 27.93
2021-12-31 $243k 7.3k 33.43

More positions owned by Leeward Financial Partners

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Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Eaton Corp SHS (ETN)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Franklin Resources

Vanguard Group
Bank of New York Mellon
Amundi
Royal Bank of Canada
Dimensional Fund Advisors
Goldman Sachs Group
Legal & General Group
Charles Schwab Investment Management
Gallagher Fiduciary Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
WEDGE Capital Management L
Barclays
Nomura Asset Management
CBOE Vest Financial

View all funds holding Franklin Resources