BEN FRANKLIN RES INC

Ownership history in Interval Partners, LP  ·  27 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP reported a position in FRANKLIN RES INC (BEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2020 Q4)
Avg. % of fund
0.21%
First filed
2015 Q3
Last filed
2025 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 247,672 -432,524 -63.6% 0.09% $5.7M $22.82
2025 Q2 ADDED 680,196 +547,777 +413.7% 0.28% $16.2M $23.21
2025 Q1 ADDED 132,419 +79,519 +150.3% 0.05% $2.5M $18.47
2024 Q3 REDUCED 52,900 -55,994 -51.4% 0.02% $1.1M $18.72
2024 Q2 ADDED 108,894 +483 +0.4% 0.05% $2.4M $20.46
2024 Q1 REDUCED 108,411 -142,954 -56.9% 0.09% $3.0M $25.37
2023 Q4 ADDED 251,365 +250,865 +50173.0% 0.21% $7.5M $26.31
2023 Q3 REDUCED 500 -139,588 -99.6% 0.04% $1.2M $21.71
2021 Q3 REDUCED 140,088 -158,003 -53.0% 0.17% $4.2M $23.99
2021 Q2 REDUCED 298,091 -26,673 -8.2% 0.39% $9.5M $25.59
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BEN price (monthly, adj. close)
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