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Franklin Resources shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 379k 23.13
2025-06-30 $8.2M 344k 23.85
2025-03-31 $4.7M 246k 19.25
2024-12-31 $3.2M 155k 20.28

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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
Morgan Stanley
Northern Trust
UBS Group
Azora Capital

View all funds holding Franklin Resources