Skip to content
Disclosery

Franklin Resources: SMA position timeline

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

Franklin Resources held 289,932 SMA 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 289,932 shares
    Change vs previous 13F -14,071 shares

    <0.01% of the 13F portfolio, value $9,422,801.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 78,220 shares
    • Clearbridge Investments, LLC: 211,712 shares

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

  2. period ended2026-03-31
    13F 304,003 shares
    Change vs previous 13F +24,039 shares

    <0.01% of the 13F portfolio, value $9,205,218.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 92,409 shares
    • Clearbridge Investments, LLC: 211,594 shares

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

  3. period ended2025-12-31
    13F 279,964 shares
    Change vs previous 13F +24,830 shares

    <0.01% of the 13F portfolio, value $8,662,077.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 95,964 shares
    • Clearbridge Investments, LLC: 184,000 shares

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

  4. period ended2025-09-30
    13F 255,134 shares
    Change vs previous 13F +5,698 shares

    <0.01% of the 13F portfolio, value $9,603,244.

    13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 56,157 shares
    • Clearbridge Investments, LLC: 198,977 shares

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

  5. period ended2025-06-30
    13F 249,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,037,066.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 55,064 shares
    • Clearbridge Investments, LLC: 194,372 shares

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