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Franklin Resources shares owned by Sagewood Asset Management

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

Historical chart of Sagewood Asset Management investment in Franklin Resources

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

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Quarterly reported holdings in Franklin Resources by Sagewood Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 8.2k 33.27

More positions owned by Sagewood Asset Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Medline Com Cl A (MDLN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Goldman Sachs (GS)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Illinois Tool Works (ITW)
American Express Company (AXP)
Kla Corp Com New (KLAC)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)

View all positions for Sagewood Asset Management

Top funds holding Franklin Resources

Power Corporation of Canada
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Invesco
Citadel Advisors
Dimensional Fund Advisors
Geode Capital Management
Goldman Sachs Group
ProShare Advisors
Azora Capital
Morgan Stanley
Artemis Investment Management
Bank of New York Mellon

View all funds holding Franklin Resources