Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 90,108,421 | reported | 26 Dec 2025 | tx 240+4,642,364−23,473,424.68 |
| TEMPLETON CHINA WORLD FUND INC | 0 | reported | 08 Aug 2003 | tx 2−3,398.486 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Dec 2025 | GIFT | FRANKLIN RESOURCES INC | 25,440 | — | |
| 17 Dec 2025 | GIFT | FRANKLIN RESOURCES INC | 3,816 | — | |
| 20 Nov 2025 | PURCHASE | FRANKLIN RESOURCES INC | 50,000 | 21.20 USD | |
| 18 Nov 2025 | PURCHASE | FRANKLIN RESOURCES INC | 50,000 | 21.49 USD | |
| 12 Jun 2025 | OTHER | FRANKLIN RESOURCES INC | 662,610 | — | |
| 04 Apr 2025 | PURCHASE | FRANKLIN RESOURCES INC | 420 | 17.72 USD | |
| 04 Apr 2025 | SALE | FRANKLIN RESOURCES INC | 420 | 17.57 USD | |
| 04 Mar 2025 | PURCHASE | FRANKLIN RESOURCES INC | 100,000 | 19.57 USD | |
| 11 Dec 2024 | GIFT | FRANKLIN RESOURCES INC | 25,175 | — | |
| 03 Dec 2024 | GIFT | FRANKLIN RESOURCES INC | 7,950 | — | |
| 11 Sept 2024 | PURCHASE | FRANKLIN RESOURCES INC | 100,000 | 19.08 USD | |
| 29 Aug 2024 | PURCHASE | FRANKLIN RESOURCES INC | 100,000 | 19.84 USD | |
| 24 Jun 2024 | OTHER | FRANKLIN RESOURCES INC | 405,000 | — | |
| 21 Jun 2024 | PURCHASE | FRANKLIN RESOURCES INC | 200,000 | 22.80 USD | |
| 18 Jun 2024 | PURCHASE | FRANKLIN RESOURCES INC | 100,000 | 22.29 USD | |
| 21 Dec 2023 | GIFT | FRANKLIN RESOURCES INC | 680,000 | — | |
| 12 Dec 2023 | GIFT | FRANKLIN RESOURCES INC | 28,800 | — | |
| 27 Jun 2023 | OTHER | FRANKLIN RESOURCES INC | 267,600 | 0.00 USD | |
| 20 Dec 2022 | GIFT | FRANKLIN RESOURCES INC | 860,000 | 0.00 USD | |
| 12 Dec 2022 | GIFT | FRANKLIN RESOURCES INC | 25,898 | 0.00 USD | |
| 28 Dec 2021 | GIFT | FRANKLIN RESOURCES INC | 965,000 | 0.00 USD | |
| 13 Dec 2021 | GIFT | FRANKLIN RESOURCES INC | 20,523 | 0.00 USD | |
| 21 Jun 2022 | OTHER | FRANKLIN RESOURCES INC | 78,420 | 0.00 USD | |
| 28 Dec 2020 | GIFT | FRANKLIN RESOURCES INC | 1,095,000 | 0.00 USD | |
| 21 Dec 2020 | GIFT | FRANKLIN RESOURCES INC | 31,668 | 0.00 USD |