Franklin Resources shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Franklin Resources by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $293k | 8.8k | 33.27 |