Franklin Resources: SBH position timeline

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

Franklin Resources held 384,126 SBH 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 384,126 shares
Change vs previous 13F +5,806 shares
<0.01% of the 13F portfolio, value $5,431,541.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 378,320 shares
Change vs previous 13F +2,233 shares
<0.01% of the 13F portfolio, value $5,239,731.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 376,087 shares
Change vs previous 13F -301,460 shares
<0.01% of the 13F portfolio, value $5,363,002.
13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 133,615 shares
- Brandywine Global Investment Management, LLC: 242,472 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 677,547 shares
Change vs previous 13F +168,365 shares
<0.01% of the 13F portfolio, value $11,030,465.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 426,273 shares
- Brandywine Global Investment Management, LLC: 251,274 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 509,182 shares
Change vs previous 13F -212,441 shares
<0.01% of the 13F portfolio, value $4,715,025.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 509,182 shares
- Brandywine Global Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 721,623 shares
Change vs previous 13F +267,649 shares
<0.01% of the 13F portfolio, value $6,516,257.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 362,673 shares
- Brandywine Global Investment Management, LLC: 358,950 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 453,974 shares
Change vs previous 13F -328,106 shares
<0.01% of the 13F portfolio, value $4,744,027.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 102,973 shares
- Brandywine Global Investment Management, LLC: 351,001 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 782,080 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $9,807,283.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 103,619 shares
- Brandywine Global Investment Management, LLC: 678,461 shares
Acceptance time not in the bulk data set (spec §4.2).