Franklin Resources: SHG position timeline

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

Franklin Resources held 113,732 SHG 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 113,732 shares
Change vs previous 13F -934 shares
<0.01% of the 13F portfolio, value $7,193,509.
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: 6,207 shares
- Clearbridge Investments, LLC: 107,525 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 114,666 shares
Change vs previous 13F -2,105 shares
<0.01% of the 13F portfolio, value $7,031,332.
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: 6,240 shares
- Clearbridge Investments, LLC: 108,426 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 116,771 shares
Change vs previous 13F +405 shares
<0.01% of the 13F portfolio, value $6,262,403.
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: 6,240 shares
- Clearbridge Investments, LLC: 110,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 116,366 shares
Change vs previous 13F -53,026 shares
<0.01% of the 13F portfolio, value $5,861,377.
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: 6,235 shares
- Clearbridge Investments, LLC: 110,131 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 169,392 shares
Change vs previous 13F -127,546 shares
<0.01% of the 13F portfolio, value $7,653,132.
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: 6,466 shares
- Clearbridge Investments, LLC: 162,926 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 296,938 shares
Change vs previous 13F +7,502 shares
<0.01% of the 13F portfolio, value $9,525,764.
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: 140,833 shares
- Clearbridge Investments, LLC: 156,105 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 289,436 shares
Change vs previous 13F +35,388 shares
<0.01% of the 13F portfolio, value $9,516,658.
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: 138,774 shares
- Clearbridge Investments, LLC: 150,662 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 254,048 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,833,327.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 83,524 shares
- Clearbridge Investments, LLC: 170,524 shares
Acceptance time not in the bulk data set (spec §4.2).