Franklin Resources shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 107k | 24.18 |
| 2025-09-30 | $2.5M | 105k | 23.42 |
| 2025-06-30 | $2.0M | 83k | 24.18 |
| 2024-09-30 | $215k | 11k | 20.47 |
| 2024-06-30 | $262k | 12k | 22.64 |
| 2024-03-31 | $294k | 10k | 28.42 |
| 2023-12-31 | $312k | 11k | 29.79 |
| 2023-09-30 | $200k | 8.1k | 24.88 |
| 2023-06-30 | $215k | 8.0k | 27.01 |
| 2022-03-31 | $200k | 7.1k | 28.22 |
| 2018-03-31 | $99k | 99k | 1.00 |
| 2017-12-31 | $173k | 3.9k | 44.53 |