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Franklin Resources shares owned by Neo Ivy Capital Management

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

Historical chart of Neo Ivy Capital Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Neo Ivy Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 73k 23.89
2025-06-30 $3.3k 139 23.85
2025-03-31 $186k 9.7k 19.25
2024-09-30 $862k 43k 20.17
2024-06-30 $416k 19k 22.35
2023-06-30 $271k 10k 26.66
2022-09-30 $7.0k 312 22.44
2021-12-31 $108k 3.2k 33.59
2021-09-30 $489k 23k 20.98
2021-06-30 $253k 7.9k 32.00
2020-12-31 $256k 10k 25.03
2020-09-30 $62k 3.1k 20.16
2020-06-30 $489k 23k 20.98
2019-09-30 $1.3M 49k 26.27
2018-12-31 $371k 13k 29.70