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Disclosery

Franklin Resources: FISI position timeline

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

Franklin Resources held 40,042 FISI 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 40,042 shares
    Change vs previous 13F +9,934 shares

    <0.01% of the 13F portfolio, value $1,560,436.

    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 30,108 shares
    Change vs previous 13F +1,041 shares

    <0.01% of the 13F portfolio, value $954,725.

    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 29,067 shares
    Change vs previous 13F -5,008 shares

    <0.01% of the 13F portfolio, value $906,018.

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

    • FRANKLIN RESOURCES INC: 16,837 shares
    • Brandywine Global Investment Management, LLC: 12,230 shares

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

  4. period ended2025-09-30
    13F 34,075 shares
    Change vs previous 13F +10,092 shares

    <0.01% of the 13F portfolio, value $926,840.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 23,785 shares
    • Brandywine Global Investment Management, LLC: 10,290 shares

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

  5. period ended2025-06-30
    13F 23,983 shares
    Change vs previous 13F -64,155 shares

    <0.01% of the 13F portfolio, value $615,883.

    13F-HR 0000038777-25-000153 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).

  6. period ended2025-03-31
    13F 88,138 shares
    Change vs previous 13F +10,182 shares

    <0.01% of the 13F portfolio, value $2,199,924.

    13F-HR 0000038777-25-000090 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).

  7. period ended2024-12-31
    13F 77,956 shares
    Change vs previous 13F +60,018 shares

    <0.01% of the 13F portfolio, value $2,127,419.

    13F-HR 0000038777-25-000026 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).

  8. period ended2024-09-30
    13F/A 17,938 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,137.

    13F-HR/A 0000038777-24-000215 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).