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Franklin Templeton Holdings shares owned by Trademark Financial Management

Quarter-by-quarter ownership of Franklin Templeton Holdings (FGDL) shares owned by Trademark Financial Management from 13F filings

Historical chart of Trademark Financial Management investment in Franklin Templeton Holdings

Tip: Access up to 7 years of quarterly data

All positions including Franklin Templeton Holdings held by Trademark Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Templeton Holdings by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 9.4k 51.66
2025-06-30 $299k 6.8k 43.97
2025-03-31 $262k 6.3k 41.83

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Advisorshares Tr Advisorshs Etf (CWS)

View all positions for Trademark Financial Management

Top funds holding Franklin Templeton Holdings

Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Jane Street
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
3EDGE Asset Management
Park Avenue Securities
Cetera Investment Advisers
CWM
Advisor Group Holdings
Mml Investors Services
Federation des caisses Desjardins du Quebec
One Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding Franklin Templeton Holdings