13F

Position

Fidelity in Franklin Resources Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $419.1K$23.62$33.27

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202528.3K$676.5K0.0%
Q1 202674.9K$1.77M$23.62−$7.65K$1.1M0.0%
Q2 202643.4K$1.44M$33.27$419.1K−$742.7K0.0%