Franklin Resources shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 13k | 23.45 |
| 2025-06-30 | $323k | 13k | 24.17 |
| 2025-03-31 | $259k | 13k | 19.57 |
| 2024-12-31 | $303k | 15k | 20.61 |
| 2023-03-31 | $202k | 7.4k | 27.24 |
| 2022-12-31 | $223k | 8.3k | 26.68 |
| 2021-09-30 | $251k | 8.4k | 29.75 |
| 2021-06-30 | $273k | 8.5k | 31.98 |
| 2021-03-31 | $620k | 21k | 29.58 |
| 2020-12-31 | $215k | 8.6k | 24.94 |
| 2020-09-30 | $305k | 15k | 20.34 |
More positions owned by Steel Peak Wealth Management
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