Franklin Resources shares owned by West Financial Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2k | 54 | 23.11 |
| 2025-06-30 | $1.3k | 53 | 23.96 |
| 2025-03-31 | $1.0k | 52 | 19.37 |
| 2024-12-31 | $1.0k | 51 | 20.47 |
| 2024-09-30 | $1.0k | 51 | 20.04 |
| 2024-06-30 | $1.1k | 50 | 22.36 |