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Franklin Resources shares owned by Y-Intercept

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Y-Intercept from 13F filings

Historical chart of Y-Intercept investment in Franklin Resources

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All positions including Franklin Resources held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Y-Intercept

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 165k 23.13
2025-06-30 $3.5M 149k 23.85
2024-09-30 $1.6M 81k 20.15
2024-06-30 $3.4M 153k 22.35
2023-09-30 $1.3M 54k 24.58
2023-03-31 $1.6M 59k 26.94
2021-06-30 $668k 21k 31.97
2020-12-31 $525k 21k 24.79