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Disclosery

Franklin Resources: HRB position timeline

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

Franklin Resources held 170,134 HRB 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 170,134 shares
    Change vs previous 13F +63,957 shares

    <0.01% of the 13F portfolio, value $6,478,708.

    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 106,177 shares
    Change vs previous 13F -1,309 shares

    <0.01% of the 13F portfolio, value $3,370,058.

    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 107,486 shares
    Change vs previous 13F -2,453,590 shares

    <0.01% of the 13F portfolio, value $4,684,240.

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

    • FRANKLIN RESOURCES INC: 107,486 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 2,561,076 shares
    Change vs previous 13F +2,354,905 shares

    <0.01% of the 13F portfolio, value $20,022,990.

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

    • FRANKLIN RESOURCES INC: 2,439,476 shares
    • Brandywine Global Investment Management, LLC: 121,600 shares

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

  5. period ended2025-06-30
    13F 206,171 shares
    Change vs previous 13F -191,896 shares

    <0.01% of the 13F portfolio, value $11,316,726.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 124,572 shares
    • Brandywine Global Investment Management, LLC: 81,599 shares

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

  6. period ended2025-03-31
    13F 398,067 shares
    Change vs previous 13F +15,742 shares

    0.01% of the 13F portfolio, value $21,857,860.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 315,843 shares
    • Brandywine Global Investment Management, LLC: 82,224 shares

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

  7. period ended2024-12-31
    13F 382,325 shares
    Change vs previous 13F +40,396 shares

    0.01% of the 13F portfolio, value $20,202,053.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 296,509 shares
    • Brandywine Global Investment Management, LLC: 85,816 shares

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

  8. period ended2024-09-30
    13F/A 341,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,737,994.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 250,280 shares
    • Brandywine Global Investment Management, LLC: 91,649 shares

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