Franklin Resources shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Franklin Resources
Tip: Access up to 7 years of quarterly data
All positions including Franklin Resources held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Franklin Resources by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $15M | 446k | 32.79 |
| 2025-12-31 | $1.1M | 45k | 25.12 |
| 2025-09-30 | $923k | 39k | 23.40 |
| 2025-06-30 | $683k | 28k | 24.88 |
| 2025-03-31 | $592k | 31k | 19.25 |
| 2024-12-31 | $993k | 49k | 20.29 |
| 2024-06-30 | $854k | 38k | 22.35 |
| 2024-03-31 | $838k | 30k | 28.11 |
| 2023-12-31 | $1.0M | 34k | 29.79 |
| 2023-09-30 | $627k | 26k | 24.58 |
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