Franklin Resources shares owned by Summit Financial
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Franklin Resources by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $404k | 14k | 28.11 |
| 2023-12-31 | $428k | 14k | 29.79 |
| 2023-09-30 | $353k | 14k | 24.58 |
| 2023-06-30 | $466k | 17k | 26.71 |
| 2023-03-31 | $470k | 17k | 26.94 |
| 2022-12-31 | $460k | 17k | 26.38 |
| 2022-09-30 | $375k | 17k | 21.50 |
| 2022-06-30 | $407k | 17k | 23.34 |
| 2022-03-31 | $487k | 17k | 27.92 |
| 2021-12-31 | $477k | 14k | 33.47 |
| 2021-09-30 | $388k | 13k | 29.73 |
| 2021-06-30 | $417k | 13k | 31.95 |
| 2021-03-31 | $386k | 13k | 29.58 |