Franklin Resources shares owned by SummitTX Capital
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by SummitTX Capital
from 13F filings
Historical chart of SummitTX Capital investment in Franklin Resources
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All positions including Franklin Resources held by SummitTX Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Franklin Resources by SummitTX Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 199k | 23.89 |
| 2025-09-30 | $1.8M | 77k | 23.13 |
| 2025-06-30 | $2.4M | 102k | 23.85 |
| 2025-03-31 | $1.2M | 62k | 19.25 |