Ownership history in MATHER GROUP, LLC. · 26 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,334 | +2,006 | +151.1% | 0.00% | $77K | $22.82 |
| 2025 Q1 | REDUCED | 1,328 | -620,887 | -99.8% | 0.00% | $26K | $18.47 |
| 2024 Q4 | ADDED | 622,215 | +21,592 | +3.6% | 0.16% | $12.6M | $19.15 |
| 2024 Q3 | ADDED | 600,623 | +113,976 | +23.4% | 0.16% | $12.1M | $18.72 |
| 2024 Q2 | ADDED | 486,647 | +4,269 | +0.9% | 0.17% | $13.7M | $20.46 |
| 2024 Q1 | REDUCED | 482,378 | -1,370 | -0.3% | 0.23% | $14.4M | $25.37 |
| 2023 Q4 | ADDED | 483,748 | +8,151 | +1.7% | 0.23% | $14.4M | $26.31 |
| 2023 Q3 | ADDED | 475,597 | +8,235 | +1.8% | 0.21% | $11.7M | $21.71 |
| 2023 Q2 | ADDED | 467,362 | +30,635 | +7.0% | 0.20% | $12.5M | $23.30 |
| 2023 Q1 | REDUCED | 436,727 | -23,696 | -5.1% | 0.21% | $11.8M | $23.23 |
As of 2025 Q4 — sorted by position size