Franklin Resources: PBA position timeline

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

Franklin Resources held 14,515,063 PBA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 14,515,063 shares
Change vs previous 13F +4,764,603 shares
0.12% of the 13F portfolio, value $671,288,021.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 1,199,392 shares
- Clearbridge Investments, LLC: 13,315,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,750,460 shares
Change vs previous 13F +6,928,724 shares
0.08% of the 13F portfolio, value $436,445,807.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 1,305,181 shares
- Clearbridge Investments, LLC: 8,445,279 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,821,736 shares
Change vs previous 13F +46,589 shares
0.02% of the 13F portfolio, value $107,440,059.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 1,186,479 shares
- Clearbridge Investments, LLC: 1,635,257 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,775,147 shares
Change vs previous 13F -99,620 shares
0.02% of the 13F portfolio, value $112,242,730.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 1,090,912 shares
- Clearbridge Investments, LLC: 1,684,235 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,874,767 shares
Change vs previous 13F +644,683 shares
0.02% of the 13F portfolio, value $107,903,651.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 1,159,923 shares
- Clearbridge Investments, LLC: 1,714,844 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,230,084 shares
Change vs previous 13F -279,562 shares
0.02% of the 13F portfolio, value $89,246,499.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 961,458 shares
- Clearbridge Investments, LLC: 1,268,626 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,509,646 shares
Change vs previous 13F +849,811 shares
0.02% of the 13F portfolio, value $92,669,683.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 1,230,638 shares
- Clearbridge Investments, LLC: 1,279,008 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,659,835 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $70,736,670.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 1,024,065 shares
- Clearbridge Investments, LLC: 635,770 shares
Acceptance time not in the bulk data set (spec §4.2).