Franklin Resources Inc

SEC CIK: 0000038777
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AVTA holding history

Avantax, Inc. in every 13F filed by Franklin Resources Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVTA overview All 13F holders of AVTA Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of AVTA by Franklin Resources Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−21,507−100.0%	Sold out	Holders
Q3 2023	21,507	$550.1K	<0.1%	−2,233−9.4%	Reduced	Holders
Q2 2023	23,740	$531.3K	<0.1%	+23,740	New	Holders