Position
Simplicity Wealth,LLC in Franklin Resources Inc
Back to the book · All holders of BEN
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 −$2.5K$23.89 → $23.62
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 9.28K | $221.7K | — | — | — | 0.0% |
| Q1 2026 | 10.3K | $243K | $23.62 | −$2.5K | $23.8K | 0.0% |