A detailed history of Forum Financial Management, LP transactions in Franklin Resources Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 15,091 shares of BEN stock, worth $352,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,091
Previous 13,904 8.54%
Holding current value
$352,827
Previous $331,000 5.44%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$23.13 - $26.03 $27,455 - $30,897
1,187 Added 8.54%
15,091 $349,000
Q2 2025

Jul 30, 2025

BUY
$16.66 - $23.85 $231,640 - $331,610
13,904 New
13,904 $331,000

Others Institutions Holding BEN

About FRANKLIN RESOURCES INC


  • Ticker BEN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 498,356,992
  • Market Cap $11.7B
  • Description
  • Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...
More about BEN
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.