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Franklin Resources: NAVI position timeline

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

Franklin Resources held 17,289 NAVI 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 17,289 shares
    Change vs previous 13F +6,631 shares

    <0.01% of the 13F portfolio, value $147,129.

    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 10,658 shares
    Change vs previous 13F -288,547 shares

    <0.01% of the 13F portfolio, value $87,183.

    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 299,205 shares
    Change vs previous 13F -7,168 shares

    <0.01% of the 13F portfolio, value $3,889,665.

    13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 24,992 shares
    • Brandywine Global Investment Management, LLC: 274,213 shares

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

  4. period ended2025-09-30
    13F 306,373 shares
    Change vs previous 13F -3,035 shares

    <0.01% of the 13F portfolio, value $4,028,806.

    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: 21,560 shares
    • Brandywine Global Investment Management, LLC: 284,813 shares

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

  5. period ended2025-06-30
    13F 309,408 shares
    Change vs previous 13F -36,923 shares

    <0.01% of the 13F portfolio, value $4,362,653.

    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: 13,545 shares
    • Brandywine Global Investment Management, LLC: 295,863 shares

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

  6. period ended2025-03-31
    13F 346,331 shares
    Change vs previous 13F -15,254 shares

    <0.01% of the 13F portfolio, value $4,374,161.

    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: 38,568 shares
    • Brandywine Global Investment Management, LLC: 307,763 shares

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

  7. period ended2024-12-31
    13F 361,585 shares
    Change vs previous 13F -23,798 shares

    <0.01% of the 13F portfolio, value $4,805,465.

    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: 41,412 shares
    • Brandywine Global Investment Management, LLC: 320,173 shares

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

  8. period ended2024-09-30
    13F/A 385,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,965,729.

    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: 50,297 shares
    • Brandywine Global Investment Management, LLC: 335,086 shares

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