Sound Financial Strategies Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Franklin Resources by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
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

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Sherwin-Williams Company (SHW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Pentair SHS (PNR)
Caterpillar (CAT)
Clorox Company (CLX)
A. O. Smith Corporation (AOS)

View all positions for Sound Financial Strategies Group

Top funds holding Franklin Resources

Vanguard Group
Bank of New York Mellon
Amundi
Royal Bank of Canada
Dimensional Fund Advisors
Goldman Sachs Group
Legal & General Group
Charles Schwab Investment Management
Gallagher Fiduciary Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
WEDGE Capital Management L
CBOE Vest Financial
Barclays
Nomura Asset Management

View all funds holding Franklin Resources