Current Value of Holding

$600k

Shares

8.4k

% of Portfolio

0.00%

Average Buy Price

$37.9

Avg closing price
Price range

18 Jim Simons Franklin Financial Services Trades

Jim Simons's position in Franklin Financial Services is currently worth $600k. That's 0.00% of their equity portfolio (2362nd largest holding). The first Franklin Financial Services trade was made in Q1 2021. Since then Jim Simons bought shares seven more times and sold shares on ten occasions. The stake costed the investor $319k, netting the investor a gain of 88% so far.

Avg closing price
Price range
Sold 65.1% shares (-15.7k shares) Q2 2026
Avg closing price $57.78
Price range $50.39 - $64.00
Sold 16.0% shares (-4.6k shares) Q1 2026
Avg closing price $49.72
Price range $47.32 - $53.96
Increased shares by 87.6% (+13.4k shares) Q4 2025
Avg closing price $49.26
Price range $43.72 - $56.52
Sold 21.5% shares (-4.2k shares) Q3 2025
Avg closing price $43.12
Price range $36.63 - $48.92
Increased shares by 82.2% (+8.8k shares) Q2 2025
Avg closing price $36.91
Price range $33.35 - $39.82
Sold 41.5% shares (-7.6k shares) Q1 2025
Avg closing price $34.84
Price range $28.08 - $37.97
Sold 2.7% shares (-500 shares) Q4 2024
Avg closing price $31.94
Price range $29.59 - $33.90
Increased shares by 13.9% (+2.29k shares) Q3 2024
Avg closing price $30.01
Price range $27.10 - $33.54
Increased shares by 25.0% (+3.31k shares) Q2 2024
Avg closing price $27.43
Price range $25.64 - $30.50
Sold 5.0% shares (-697 shares) Q1 2024
Avg closing price $28.35
Price range $25.55 - $33.67
New holding (+13.9k shares) Q4 2023
Avg closing price $31.49
Price range $28.35 - $34.64
Sold -8.2k shares Q3 2022
Avg closing price $31.69
Price range $30.20 - $32.92
Sold 56.1% shares (-10.5k shares) Q2 2022
Avg closing price $31.21
Price range $28.64 - $33.97
Increased shares by 2.2% (+400 shares) Q1 2022
Avg closing price $33.80
Price range $33.02 - $34.85
Sold 0.5% shares (-100 shares) Q4 2021
Avg closing price $32.53
Price range $31.65 - $33.96
Sold 21.4% shares (-5k shares) Q3 2021
Avg closing price $32.43
Price range $31.15 - $34.41
Increased shares by 76.0% (+10.1k shares) Q2 2021
Avg closing price $30.37
Price range $29.63 - $31.95
New holding (+13.3k shares) Q1 2021
Avg closing price $29.12
Price range $26.06 - $34.38

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