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Franklin Resources: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on CUBI, newest first. How the timeline and the estimate are built.

Franklin Resources held 146,884 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,884 shares
    Change vs previous 13F +9,010 shares

    <0.01% of the 13F portfolio, value $11,618,523.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,874 shares
    Change vs previous 13F +5,279 shares

    <0.01% of the 13F portfolio, value $9,569,835.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,595 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $9,695,347.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 67,223 shares
    • Brandywine Global Investment Management, LLC: 65,372 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,592 shares
    Change vs previous 13F -454 shares

    <0.01% of the 13F portfolio, value $8,667,539.

    13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 64,820 shares
    • Brandywine Global Investment Management, LLC: 67,772 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 133,046 shares
    Change vs previous 13F -2,620 shares

    <0.01% of the 13F portfolio, value $7,815,122.

    13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 62,762 shares
    • Brandywine Global Investment Management, LLC: 70,284 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 135,666 shares
    Change vs previous 13F -2,264 shares

    <0.01% of the 13F portfolio, value $6,810,434.

    13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 62,682 shares
    • Brandywine Global Investment Management, LLC: 72,984 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,930 shares
    Change vs previous 13F -3,981 shares

    <0.01% of the 13F portfolio, value $6,714,433.

    13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 62,036 shares
    • Brandywine Global Investment Management, LLC: 75,894 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 141,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,835,852.

    13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 62,515 shares
    • Brandywine Global Investment Management, LLC: 79,396 shares

    Acceptance time not in the bulk data set (spec §4.2).