FRDAX FRANKLIN MANAGED TR R

Ownership history in TOWER BRIDGE ADVISORS  ·  9 quarters on record

This page tracks every 13F SEC filing in which TOWER BRIDGE ADVISORS reported a position in FRANKLIN MANAGED TR R (FRDAX). 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
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,933 +8 +0.3% 0.03% $289K $81.04
2025 Q2 ADDED 2,925 +9 +0.3% 0.03% $275K $77.23
2025 Q1 UNCHANGED 2,916 0% 0.03% $256K $71.76
2024 Q4 ADDED 2,916 +259 +9.7% 0.03% $259K $72.79
2024 Q3 ADDED 2,657 +7 +0.3% 0.03% $266K $67.59
2024 Q2 ADDED 2,650 +9 +0.3% 0.03% $247K $62.79
2024 Q1 UNCHANGED 2,641 0% 0.03% $251K $63.82
2023 Q4 ADDED 2,641 +109 +4.3% 0.02% $233K $59.34
2023 Q3 INITIATED 2,532 0.02% $213K
% of Fund (quarterly)    FRDAX price (monthly, adj. close)
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