Franklin Resources shares owned by ORG Wealth Partners
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by ORG Wealth Partners
from 13F filings
Historical chart of ORG Wealth Partners investment in Franklin Resources
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All positions including Franklin Resources held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Franklin Resources by ORG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 16k | 23.13 |
| 2025-06-30 | $554k | 23k | 24.33 |
| 2025-03-31 | $149k | 7.7k | 19.31 |
| 2024-12-31 | $204k | 10k | 20.29 |
| 2024-09-30 | $127k | 6.3k | 20.15 |