Franklin Resources shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Franklin Resources by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $589k | 29k | 20.15 |
| 2024-06-30 | $633k | 28k | 22.35 |
| 2024-03-31 | $626k | 22k | 28.11 |
| 2023-12-31 | $672k | 23k | 29.79 |
| 2023-09-30 | $794k | 32k | 24.58 |
| 2023-06-30 | $917k | 34k | 26.71 |
| 2022-12-31 | $694k | 26k | 26.38 |
| 2021-12-31 | $639k | 19k | 33.47 |
| 2021-09-30 | $581k | 20k | 29.73 |
| 2021-06-30 | $624k | 20k | 31.99 |
| 2021-03-31 | $607k | 21k | 29.61 |
More positions owned by Sound Financial Strategies Group
View all positions for Sound Financial Strategies Group