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Franklin Resources shares owned by Monongahela Capital Management

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

Historical chart of Monongahela Capital Management investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Franklin Resources by Monongahela Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $209k 8.5k 24.58
2023-06-30 $222k 8.3k 26.71
2023-03-31 $242k 9.0k 26.94
2022-12-31 $270k 10k 26.38
2022-09-30 $220k 10k 21.49
2022-06-30 $250k 11k 23.29
2022-03-31 $314k 11k 27.95
2021-12-31 $494k 15k 33.52
2021-09-30 $438k 15k 29.72
2021-06-30 $471k 15k 31.96
2021-03-31 $427k 14k 29.58
2020-12-31 $1.1M 46k 24.98
2020-09-30 $1.3M 64k 20.35
2020-06-30 $1.5M 72k 20.97
2020-03-31 $1.0M 62k 16.69
2019-12-31 $230k 8.9k 25.99